Foundations Investment Advisors LLC - 13D/13G Filings

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Time period
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Reported
DateTime
Transaction
Date
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportView
2025-11-03
7:10 pm
Purchase
2025-09-3013GFIRST TR EXC-TRD FD IV STRUCTU
SCIO
Foundations Investment Advisors LLC194,909
6.700%
182,780increase
(+1506.97%)
Filing
History
2025-11-03
6:57 pm
Sale
2025-09-3013GDOUBLELINE ETF TR SHILLER CAPE
CAPE
Foundations Investment Advisors LLC514,499
5.100%
-103,618decrease
(-16.76%)
Filing
History
2025-11-03
6:51 pm
Purchase
2025-09-3013GSTATE ST DOUBLELINE SHORT DURA
STOT
Foundations Investment Advisors LLC320,478
5.300%
205,138increase
(+177.86%)
Filing
History
2025-11-03
6:39 pm
Purchase
2025-09-3013GTWO RDS SHARED TR REGENTS PK H
RPHS
Foundations Investment Advisors LLC3,814,040
78.600%
2,835,019increase
(+289.58%)
Filing
History
2025-11-03
6:32 pm
Sale
2025-09-3013GTWO RDS SHARED TR
AFIF
Foundations Investment Advisors LLC979,021
6.400%
-3,677,088decrease
(-78.97%)
Filing
History
2025-11-03
6:26 pm
Sale
2025-09-3013GTWO RDS SHARED TRANFIELD US EQ
AESR
Foundations Investment Advisors LLC4,656,109
62.100%
-225,905decrease
(-4.63%)
Filing
History
2025-11-03
6:22 pm
Purchase
2025-09-3013GTWO RDS SHARED TR ANFIELD DYNA
ADFI
Foundations Investment Advisors LLC4,882,014
91.300%
699,592increase
(+16.73%)
Filing
History
2025-11-03
6:12 pm
Sale
2025-09-3013GPACER FDS TR PACER ARISTOTLE P
FLRT
Foundations Investment Advisors LLC715,619
5.900%
-85,780decrease
(-10.70%)
Filing
History
2025-11-03
5:53 pm
Sale
2025-09-3013GINNOVATOR ETFS TR US EQUITY AC
XTJL
Foundations Investment Advisors LLC31,012
6.900%
-1,430decrease
(-4.41%)
Filing
History
2025-11-03
5:47 pm
Sale
2025-09-3013GFT VEST U.S. EQUITY BUFFER & P
XIDE
Foundations Investment Advisors LLC51,369
6.600%
-482,190decrease
(-90.37%)
Filing
History
2025-11-03
4:50 pm
Purchase
2025-09-3013GDOUBLELINE ETF TR COMMODITY ST
DCMT
Foundations Investment Advisors LLC618,117
77.300%
291,103increase
(+89.02%)
Filing
History
2025-11-03
4:40 pm
Sale
2025-09-3013GEXCHANGE LISTED FDS TR ETC CAB
TDSB
Foundations Investment Advisors LLC1,807,960
66.400%
-1,883,192decrease
(-51.02%)
Filing
History
2025-10-06
5:51 pm
Purchase
2025-09-3013GDOUBLELINE ETF TR FORTUNE 500
DFVE
Foundations Investment Advisors LLC327,014
60.600%
35,439increase
(+12.15%)
Filing
History
2025-10-06
4:47 pm
Purchase
2025-09-3013GFIRST TR EXC-TRD VEST BITCOIN
BFAP
Foundations Investment Advisors LLC12,129
12.100%
12,129increase
(New Position)
Filing
History
2025-10-06
4:47 pm
Purchase
2025-09-3013GFT VEST U.S. EQUITY BUFFER & P
XISE
Foundations Investment Advisors LLC533,559
27.000%
513,380increase
(+2544.13%)
Filing
History
2025-09-05
5:49 pm
Purchase
2025-08-3113GDOUBLELINE ETF TR FORTUNE 500
DFVE
Foundations Investment Advisors LLC291,575
54.000%
32,324increase
(+12.47%)
Filing
History
2025-08-05
8:26 pm
Sale
2025-07-3113GDOUBLELINE ETF TR FORTUNE 500
DFVE
Foundations Investment Advisors LLC259,251
48.000%
-72,633decrease
(-21.89%)
Filing
History
2025-08-01
5:09 pm
Purchase
2025-06-3013GDOUBLELINE ETF TR DOUBLELINE C
DCRE
Foundations Investment Advisors LLC331,884
5.500%
197,254increase
(+146.52%)
Filing
History
2025-08-01
4:58 pm
Sale
2025-06-3013GFIRST TR ETF VIII VEST U S EQU
XMAY
Foundations Investment Advisors LLC20,179
3.100%
-716,908decrease
(-97.26%)
Filing
History
2025-07-29
4:03 pm
Purchase
2025-06-3013GTWO RDS SHARED TR REGENTS PK H
RPHS
Foundations Investment Advisors LLC4,182,422
82.000%
3,016,341increase
(+258.67%)
Filing
History
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