Foundations Investment Advisors LLC 13D/13G Filings for Anfield U.S. Equity Sector Rotation ETF (AESR)

Foundations Investment Advisors LLC 13D and 13G filings for Anfield U.S. Equity Sector Rotation 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
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportView
2024-12-05
7:52 pm
Purchase
2024-11-3013GAnfield U.S. Equity Sector Rotation ETF
AESR
Foundations Investment Advisors LLC4,945,977
64.700%
2,035,113increase
(+69.91%)
Filing
2023-10-06
3:48 pm
Purchase
2023-09-3013GAnfield U.S. Equity Sector Rotation ETF
AESR
Foundations Investment Advisors LLC2,910,864
32.700%
390,660increase
(+15.50%)
Filing
2023-07-10
9:47 pm
Purchase
2023-06-3013GAnfield U.S. Equity Sector Rotation ETF
AESR
Foundations Investment Advisors LLC2,520,204
27.690%
692,254increase
(+37.87%)
Filing
2023-01-26
3:35 pm
Purchase
2022-12-3013GAnfield U.S. Equity Sector Rotation ETF
AESR
Foundations Investment Advisors LLC1,827,950
21.190%
1,827,950increase
(New Position)
Filing