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 |