Foundations Investment Advisors LLC 13D and 13G filings for Doubleline Fortune 500 Equal Weight 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 |
| 2025-01-08 6:32 pm Purchase | 2024-12-31 | 13G | Doubleline Fortune 500 Equal Weight ETF DFVE | Foundations Investment Advisors LLC | 115,929 24.150% | 115,929 (New Position) | Filing |
| 2024-12-05 6:41 pm Sale | 2024-11-30 | 13G | Doubleline Fortune 500 Equal Weight ETF DFVE | Foundations Investment Advisors LLC | 0 0.000% | -42,432 (Position Closed) | Filing |
| 2024-11-14 5:30 pm Purchase | 2024-09-30 | 13G | Doubleline Fortune 500 Equal Weight ETF DFVE | Foundations Investment Advisors LLC | 42,432 8.800% | 42,432 (New Position) | Filing |