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Foundation Wealth Management, LLCETFConcentrated long-term

CIK: 0001966351 | Clayton, MO

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR62$186.3M2026-10-22SEC ↗
Q2 2026
13F-HR51$169.1M2026-07-30SEC ↗
Q1 2026
13F-HR44$148.0M2026-05-04SEC ↗
Q4 2025
13F-HR43$151.9M2026-01-27SEC ↗
Q3 2025
13F-HR46$156.5M2025-10-28SEC ↗
Q2 2025
13F-HR44$143.6M2025-07-23SEC ↗
Q1 2025
13F-HR44$127.7M2025-04-22SEC ↗
Q4 2024
13F-HR45$128.8M2025-02-07SEC ↗
Q3 2024
13F-HR43$131.8M2024-10-29SEC ↗
Q2 2024
13F-HR45$127.6M2024-08-13SEC ↗
Q1 2024
13F-HR39$122.7M2024-05-08SEC ↗
Q4 2023
13F-HR35$111.9M2024-01-24SEC ↗
Q3 2023
13F-HR39$100.1M2023-10-31SEC ↗
Q2 2023
13F-HR39$102.5M2023-07-28SEC ↗
Q1 2023
13F-HR37$97.1M2023-04-18SEC ↗
Q4 2022
13F-HR38$98.5M2023-02-21SEC ↗