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 |
| 2025-02-05 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 |