Foundry Financial Group, Inc.: AVIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundry Financial Group, Inc. on AVIV, newest first. How the timeline and the estimate are built.
Foundry Financial Group, Inc. held 222,193 AVIV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 222,193 sharesChange vs previous 13F +3,755 shares
7.44% of the 13F portfolio, value $17,202,195.
13F-HR 0002007960-26-000003 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 218,438 sharesChange vs previous 13F -23,657 shares
8.11% of the 13F portfolio, value $16,345,694.
13F-HR 0002007960-26-000002 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 242,095 sharesChange vs previous 13F +4,066 shares
8.63% of the 13F portfolio, value $17,244,402.
13F-HR 0002007960-26-000001 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 238,029 sharesChange vs previous 13F +3,529 shares
8.43% of the 13F portfolio, value $16,052,676.
13F-HR 0002007960-25-000006 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 234,500 sharesChange vs previous 13F +51,763 shares
8.31% of the 13F portfolio, value $14,594,108.
13F-HR 0002007960-25-000004 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 182,737 sharesChange vs previous 13F -9,555 shares
6.38% of the 13F portfolio, value $10,357,533.
13F-HR 0002007960-25-000002 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 192,292 sharesChange vs previous 13F +14,920 shares
6.18% of the 13F portfolio, value $9,979,955.
13F-HR 0002007960-25-000001 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 177,372 sharesChange vs previous 13F not available
6.22% of the 13F portfolio, value $9,957,558.
13F-HR 0002007960-24-000005 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).