FOUNDATIONS INVESTMENT ADVISORS, LLC 13D and 13G filings for Doubleline Fortune 500 Equal Weight 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 |
| 2025-04-29 6:01 pm Purchase |
2025-03-31 | 13G | Doubleline Fortune 500 Equal Weight ETF DFVE |
FOUNDATIONS INVESTMENT ADVISORS, LLC | 184,188 38.400% |
8,144 (+4.63%) |
Filing |
| 2025-03-06 6:50 pm Purchase |
2025-02-28 | 13G | Doubleline Fortune 500 Equal Weight ETF DFVE |
FOUNDATIONS INVESTMENT ADVISORS, LLC | 176,044 36.680% |
60,115 (+51.86%) |
Filing |
| 2025-01-08 6:32 pm Purchase |
2024-12-31 | 13G | Doubleline Fortune 500 Equal Weight ETF DFVE |
FOUNDATIONS INVESTMENT ADVISORS, LLC | 115,929 24.150% |
115,929 (New Position) |
Filing |
| 2024-12-05 6:41 pm Sale |
2024-11-30 | 13G | Doubleline Fortune 500 Equal Weight ETF DFVE |
FOUNDATIONS INVESTMENT ADVISORS, LLC | 0 0.000% |
-42,432 (Position Closed) |
Filing |
| 2024-11-14 5:30 pm Purchase |
2024-09-30 | 13G | Doubleline Fortune 500 Equal Weight ETF DFVE |
FOUNDATIONS INVESTMENT ADVISORS, LLC | 42,432 8.800% |
42,432 (New Position) |
Filing |