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Disclosery

Foundry Financial Group, Inc.: IBTG position timeline

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

Foundry Financial Group, Inc. held 36,835 IBTG 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 36,835 shares
    Change vs previous 13F -2,155 shares

    0.36% of the 13F portfolio, value $843,153.

    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 38,990 shares
    Change vs previous 13F -9,114 shares

    0.44% of the 13F portfolio, value $893,456.

    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 48,104 shares
    Change vs previous 13F -18,407 shares

    0.55% of the 13F portfolio, value $1,100,379.

    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 66,511 shares
    Change vs previous 13F +12,336 shares

    0.8% of the 13F portfolio, value $1,526,427.

    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 54,175 shares
    Change vs previous 13F -7,591 shares

    0.71% of the 13F portfolio, value $1,242,233.

    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 61,766 shares
    Change vs previous 13F +10,097 shares

    0.87% of the 13F portfolio, value $1,416,912.

    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 51,669 shares
    Change vs previous 13F +1,807 shares

    0.73% of the 13F portfolio, value $1,178,570.

    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 49,862 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,150,067.

    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).