FOUNDATIONS INVESTMENT ADVISORS, LLC SEC EDGAR Filings (CIK 0001743404)

SEC EDGAR filings, ownership reports, and insider transactions for FOUNDATIONS INVESTMENT ADVISORS, LLC.

Business address
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040
Top securities (13F)
IVW, IVE, DYNF, IUSB, NVDA, IEMG, XLC, EFV, OEF, SOXX, AEMS, AAPL, QUAL, SPY, GLD, MTUM, MSFT, QQQ, BIL, and ARKW
Top holdings (Schedule 13G)
TDSC, AESR, CLSM, TDSB, ADFI, RPHS, FLRT, XISE, STOT, DCRE, DCMT, CAPE, VFMV, FDVL, AFIF, XMAY, DFVE, SEPM, DMX, and EMTL
State of incorporation
AZ
Fiscal year end
31 December
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FOUNDATIONS INVESTMENT ADVISORS, LLC has filed 167 SEC EDGAR filings since 14 Aug 2018

Latest Filings

Recent SEC filings for FOUNDATIONS INVESTMENT ADVISORS, LLC including 13F-HR, SCHEDULE 13G, SCHEDULE 13G/A and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2026 31 Dec 2025 028-18893
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 03 Nov 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 03 Nov 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 03 Nov 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 03 Nov 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 03 Nov 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 03 Nov 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 03 Nov 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 03 Nov 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 03 Nov 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 03 Nov 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 03 Nov 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 03 Nov 2025
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2025 30 Sep 2025 028-18893
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 06 Oct 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 06 Oct 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 06 Oct 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 05 Sep 2025
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2025 30 Jun 2025 028-18893
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 05 Aug 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 01 Aug 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 01 Aug 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 28 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 28 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 28 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 28 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 28 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 28 Jul 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 28 Jul 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 28 Jul 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 28 Jul 2025
N-PX Open N-PX document View SEC filing for N-PX 16 Jul 2025 30 Jun 2025 028-18893
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 08 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 08 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 08 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 08 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 08 Jul 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 06 Jun 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 06 Jun 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 06 Jun 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 06 Jun 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 07 May 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 07 May 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 07 May 2025
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2025 31 Mar 2025 028-18893
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 06 May 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Apr 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 29 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 29 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 02 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 02 Apr 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 06 Mar 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 06 Mar 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 05 Feb 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 05 Feb 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 05 Feb 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 05 Feb 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 05 Feb 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 04 Feb 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 04 Feb 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 04 Feb 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 04 Feb 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 04 Feb 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 04 Feb 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 22 Jan 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 22 Jan 2025
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 22 Jan 2025
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2025 31 Dec 2024 028-18893
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 08 Jan 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 08 Jan 2025
SCHEDULE 13G/A Open SCHEDULE 13G/A document View SEC filing for SCHEDULE 13G/A 08 Jan 2025
SC 13G Open SC 13G document View SEC filing for SC 13G FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Dec 2024
SC 13G Open SC 13G document View SEC filing for SC 13G FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Dec 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Dec 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Dec 2024
SC 13G Open SC 13G document View SEC filing for SC 13G FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Dec 2024
SC 13G Open SC 13G document View SEC filing for SC 13G FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Dec 2024
SC 13G Open SC 13G document View SEC filing for SC 13G FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Dec 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Dec 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 05 Dec 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 05 Dec 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 05 Dec 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 05 Dec 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 05 Dec 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 05 Dec 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 05 Dec 2024
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 05 Dec 2024
SC 13G Open SC 13G document View SEC filing for SC 13G FOUNDATIONS INVESTMENT ADVISORS, LLC 14 Nov 2024
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2024 30 Sep 2024 028-18893
N-PX Open N-PX document View SEC filing for N-PX 22 Aug 2024 30 Jun 2024 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Aug 2024 30 Jun 2024 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2024 31 Mar 2024 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2024 31 Dec 2023 028-18893
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 13 Nov 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 13 Nov 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Oct 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Oct 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Oct 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Oct 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Oct 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A FOUNDATIONS INVESTMENT ADVISORS, LLC 06 Oct 2023
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Oct 2023 30 Sep 2023 028-18893
SC 13G Open SC 13G document View SEC filing for SC 13G FOUNDATIONS INVESTMENT ADVISORS, LLC 11 Sep 2023
SC 13G Open SC 13G document View SEC filing for SC 13G FOUNDATIONS INVESTMENT ADVISORS, LLC 08 Aug 2023
SC 13G Open SC 13G document View SEC filing for SC 13G FOUNDATIONS INVESTMENT ADVISORS, LLC 08 Aug 2023
SC 13G Open SC 13G document View SEC filing for SC 13G FOUNDATIONS INVESTMENT ADVISORS, LLC 26 Jul 2023
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2023 30 Jun 2023 028-18893
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A AMENDMENT NO. 1 11 Jul 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A AMENDMENT NO. 1 11 Jul 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A AMENDMENT NO. 1 11 Jul 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A AMENDMENT NO. 2 11 Jul 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A AMENDMENT NO. 1 11 Jul 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A AMENDMENT NO. 2 11 Jul 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A AMENDMENT NO. 1 11 Jul 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A AMENDMENT NO. 1 11 Jul 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A AMENDMENT NO. 1 11 Jul 2023
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2023 31 Mar 2023 028-18893
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A AMENDMENT NO. 1 07 Apr 2023
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A AMENDMENT NO. 1 07 Apr 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
SC 13G Open SC 13G document View SEC filing for SC 13G 26 Jan 2023
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Jan 2023 31 Dec 2022 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Oct 2022 30 Sep 2022 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Jul 2022 30 Jun 2022 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2022 31 Mar 2022 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2022 31 Dec 2021 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2021 30 Sep 2021 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2021 30 Jun 2021 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Apr 2021 31 Mar 2021 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jan 2021 31 Dec 2020 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Oct 2020 30 Sep 2020 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Jul 2020 30 Jun 2020 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Apr 2020 31 Mar 2020 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Jan 2020 31 Dec 2019 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Oct 2019 30 Sep 2019 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Jul 2019 30 Jun 2019 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Apr 2019 31 Mar 2019 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2019 31 Dec 2018 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2018 30 Sep 2018 028-18893
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2018 30 Jun 2018 028-18893

About this filer

FOUNDATIONS INVESTMENT ADVISORS, LLC files with the SEC under CIK 0001743404. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
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New filings appear as the SEC updates EDGAR, and older records can vary by availability.
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Updates follow new EDGAR submissions and periodic data refreshes.

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