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Disclosery

Foundry Financial Group, Inc.: IBMO position timeline

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

Foundry Financial Group, Inc. held 22,141 IBMO 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 22,141 shares
    Change vs previous 13F -2,571 shares

    0.25% of the 13F portfolio, value $567,697.

    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 24,712 shares
    Change vs previous 13F -31 shares

    0.31% of the 13F portfolio, value $633,369.

    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 24,743 shares
    Change vs previous 13F -13,743 shares

    0.32% of the 13F portfolio, value $634,336.

    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 38,486 shares
    Change vs previous 13F -1,491 shares

    0.52% of the 13F portfolio, value $987,551.

    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 39,977 shares
    Change vs previous 13F +39 shares

    0.58% of the 13F portfolio, value $1,024,331.

    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 39,938 shares
    Change vs previous 13F -4,250 shares

    0.63% of the 13F portfolio, value $1,020,815.

    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 44,188 shares
    Change vs previous 13F +1,530 shares

    0.7% of the 13F portfolio, value $1,125,026.

    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 42,658 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,094,391.

    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).