Skip to content
Disclosery

Foundations Investment Advisors, LLC: ZS position timeline

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

Foundations Investment Advisors, LLC held 4,897 ZS 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 4,897 shares
    Change vs previous 13F -1,893 shares

    0.01% of the 13F portfolio, value $691,212.

    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 6,790 shares
    Change vs previous 13F -2,267 shares

    0.01% of the 13F portfolio, value $952,569.

    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 9,057 shares
    Change vs previous 13F +1,226 shares

    0.03% of the 13F portfolio, value $2,037,100.

    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).

  4. period ended2025-09-30
    13F 7,831 shares
    Change vs previous 13F +112 shares

    0.03% of the 13F portfolio, value $2,346,637.

    13F-HR 0001743404-25-000008 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).

  5. period ended2025-06-30
    13F 7,719 shares
    Change vs previous 13F +1,132 shares

    0.04% of the 13F portfolio, value $2,423,303.

    13F-HR 0001085146-25-004733 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).

  6. period ended2025-03-31
    13F 6,587 shares
    Change vs previous 13F +311 shares

    0.02% of the 13F portfolio, value $1,306,993.

    13F-HR 0001085146-25-002684 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).

  7. period ended2024-12-31
    13F 6,276 shares
    Change vs previous 13F -390 shares

    0.02% of the 13F portfolio, value $1,132,253.

    13F-HR 0001085146-25-000406 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).

  8. period ended2024-09-30
    13F 6,666 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,139,486.

    13F-HR 0001085146-24-005039 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).