FOUNDATIONS INVESTMENT ADVISORS, LLC 13D/13G Filings for Foundations Dynamic Value ETF (FDVL)

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.
Time period
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%
-644,791decrease
(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%
-93,393decrease
(-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%
-649,531decrease
(-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%
-19,093decrease
(-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%
407,605increase
(+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%
999,203increase
(New Position)
Filing