Foundations Investment Advisors, LLC
EndowmentPosition in ACHV — Achieve Life Sciences, Inc.
CIK 1743404
PHOENIX, AZ
Position in ACHV
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$34,403
New position
Shares Held
11,702
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 81 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Derivatives in ACHV
reported options exposure · as of Mar 31, 2026CallValue
$391,902
CallShares
133,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Biotechnology
Healthcare · as of Mar 31, 2026Foundations Investment Advisors, LLC holds $3,744,351 across 9 Biotechnology names. ACHV ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAPR |
Capricor Therapeutics, Inc.
|
54,004 | $1,641,721 | |
| 2 | EXEL |
Exelixis, Inc.
|
18,912 | $811,135 | |
| 3 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,164 | $519,772 | |
| 4 | IBRX |
ImmunityBio, Inc.
|
32,259 | $247,426 | |
| 5 | REGN |
Regeneron Pharmaceuticals, Inc.
|
293 | $226,383 | |
| 6 | BMRN |
Biomarin Pharmaceutical Inc
|
3,901 | $220,367 | |
| 7 | ACHV |
Achieve Life Sciences, Inc.
This page
|
11,702 | $34,403 | |
| 8 | ALT |
Altimmune, Inc.
|
11,052 | $34,040 |
All Filings in ACHV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $391,902 | 133,300 | Call | Sole | 2026-05-11 | |
| 2026-03-31 | $34,403 | 11,702 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||