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Disclosery

Foundry Financial Group, Inc.: IBDV position timeline

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

Foundry Financial Group, Inc. held 42,540 IBDV 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 42,540 shares
    Change vs previous 13F +2,385 shares

    0.4% of the 13F portfolio, value $927,372.

    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 40,155 shares
    Change vs previous 13F +2,512 shares

    0.44% of the 13F portfolio, value $878,993.

    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 37,643 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $830,781.

    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).