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Foundry Financial Group, Inc.: IBMS position timeline

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

Foundry Financial Group, Inc. held 10,468 IBMS 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 10,468 shares
    Change vs previous 13F +394 shares

    0.12% of the 13F portfolio, value $270,807.

    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 10,074 shares
    Change vs previous 13F -806 shares

    0.13% of the 13F portfolio, value $260,211.

    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 10,880 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $283,533.

    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).