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Disclosery

Foundry Financial Group, Inc.: IBDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundry Financial Group, Inc. on IBDS, newest first. How the timeline and the estimate are built.

Foundry Financial Group, Inc. held 104,158 IBDS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,158 shares
    Change vs previous 13F +491 shares

    1.09% of the 13F portfolio, value $2,522,707.

    13F-HR 0002007960-26-000003 filed by Foundry Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 103,667 shares
    Change vs previous 13F -2,535 shares

    1.25% of the 13F portfolio, value $2,512,888.

    13F-HR 0002007960-26-000002 filed by Foundry Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 106,202 shares
    Change vs previous 13F -1,051 shares

    1.29% of the 13F portfolio, value $2,578,585.

    13F-HR 0002007960-26-000001 filed by Foundry Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 107,253 shares
    Change vs previous 13F +10,718 shares

    1.37% of the 13F portfolio, value $2,610,538.

    13F-HR 0002007960-25-000006 filed by Foundry Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 96,535 shares
    Change vs previous 13F -5,054 shares

    1.33% of the 13F portfolio, value $2,342,904.

    13F-HR 0002007960-25-000004 filed by Foundry Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 101,589 shares
    Change vs previous 13F +8,601 shares

    1.51% of the 13F portfolio, value $2,456,422.

    13F-HR 0002007960-25-000002 filed by Foundry Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 92,988 shares
    Change vs previous 13F +454 shares

    1.38% of the 13F portfolio, value $2,227,992.

    13F-HR 0002007960-25-000001 filed by Foundry Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 92,534 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,255,054.

    13F-HR 0002007960-24-000005 filed by Foundry Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).