Foundations Investment Advisors LLC 13D and 13G filings for Foundations Dynamic Value ETF:
- 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.
- Shares have been adjusted for stock splits.
| Reported DateTime | Transaction Date | Type | Company Symbol | Filed By Symbol | Shares Owned % Owned | Shares Vs. Prev Report | View |
| 2025-07-08 4:00 pm Sale | 2025-06-30 | 13G | Foundations Dynamic Value ETF FDVL | Foundations Investment Advisors LLC | 0 0.000% | -644,791 (Position Closed) | Filing |
| 2025-06-06 7:33 pm Sale | 2025-05-31 | 13G | Foundations Dynamic Value ETF FDVL | Foundations Investment Advisors LLC | 644,791 38.500% | -93,393 (-12.65%) | Filing |
| 2025-05-07 2:01 pm Sale | 2025-04-30 | 13G | Foundations Dynamic Value ETF FDVL | Foundations Investment Advisors LLC | 738,184 44.100% | -649,531 (-46.81%) | Filing |
| 2025-04-29 3:58 pm Sale | 2025-03-31 | 13G | Foundations Dynamic Value ETF FDVL | Foundations Investment Advisors LLC | 1,387,715 59.700% | -19,093 (-1.36%) | Filing |
| 2025-02-05 8:08 pm Purchase | 2025-01-31 | 13G | Foundations Dynamic Value ETF FDVL | Foundations Investment Advisors LLC | 1,406,808 58.620% | 407,605 (+40.79%) | Filing |
| 2025-01-08 6:33 pm Purchase | 2024-12-31 | 13G | Foundations Dynamic Value ETF FDVL | Foundations Investment Advisors LLC | 999,203 49.960% | 999,203 (New Position) | Filing |