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Livermore
Livermore
ZHEN

Foundation Wealth Management, LLC

SEC CIK
0001966351
Latest filing
Jul 30, 2026

PRTA holding history

Prothena Corp Public Ltd Co in every 13F filed by Foundation Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PRTA overviewAll 13F holders of PRTAFull Q2 2026 holdings

Shares (Q2 2026)
19,236
Value
$188.3K
% of portfolio
0.1%
Quarters held
6
Since Q4 2024
Holdings of PRTA by Foundation Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,236$188.3K0.1%00.0%UnchangedHolders
Q1 202619,236$187.0K0.1%+19,236NewHolders
Q4 20250$00.0%−19,471−100.0%Sold outHolders
Q3 202519,471$190.0K0.1%00.0%UnchangedHolders
Q2 202519,471$118.2K0.1%00.0%UnchangedHolders
Q1 202519,471$241.0K0.2%00.0%UnchangedHolders
Q4 202419,471$269.7K0.2%+19,471NewHolders