Foundations Investment Advisors, LLC
EndowmentPosition in AGGH — Simplify Aggregate Bond ETF
CIK 1743404
PHOENIX, AZ
Position in AGGH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$313,491
-$73,060 QoQ
Shares Held
15,405
-17.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AGGH Over Time
Shares Held
Position Value (USD)
All Filings in AGGH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $313,491 | 15,405 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $386,551 | 18,674 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $263,534 | 12,725 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||