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Disclosery

Foundry Financial Group, Inc.: IBDT position timeline

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

Foundry Financial Group, Inc. held 76,597 IBDT 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 76,597 shares
    Change vs previous 13F +308 shares

    0.84% of the 13F portfolio, value $1,934,074.

    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 76,289 shares
    Change vs previous 13F -4,487 shares

    0.96% of the 13F portfolio, value $1,932,400.

    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 80,776 shares
    Change vs previous 13F +4,887 shares

    1.03% of the 13F portfolio, value $2,056,153.

    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 75,889 shares
    Change vs previous 13F +12,394 shares

    1.02% of the 13F portfolio, value $1,936,687.

    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 63,495 shares
    Change vs previous 13F -5,234 shares

    0.92% of the 13F portfolio, value $1,614,043.

    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 68,729 shares
    Change vs previous 13F +11,748 shares

    1.07% of the 13F portfolio, value $1,736,095.

    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 56,981 shares
    Change vs previous 13F +2,068 shares

    0.88% of the 13F portfolio, value $1,418,827.

    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 54,913 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,401,929.

    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).