Foundations Investment Advisors, LLC: XMVM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundations Investment Advisors, LLC on XMVM, newest first. How the timeline and the estimate are built.

Foundations Investment Advisors, LLC held 286,584 XMVM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 286,584 shares
Change vs previous 13F +4,386 shares
0.21% of the 13F portfolio, value $20,324,557.
13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 282,198 shares
Change vs previous 13F not available
0.23% of the 13F portfolio, value $18,376,711.
13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).