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Foundations Investment Advisors, LLC: XXI position timeline

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

Foundations Investment Advisors, LLC held 26,292 XXI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,292 shares
    Change vs previous 13F +4,988 shares

    <0.01% of the 13F portfolio, value $130,145.

    13F-HR 0001743404-26-000008 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,304 shares
    Change vs previous 13F +5,538 shares

    <0.01% of the 13F portfolio, value $136,346.

    13F-HR 0001743404-26-000005 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,766 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $138,110.

    13F-HR 0001085146-26-000181 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).