Foundry Financial Group, Inc.: IBTH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundry Financial Group, Inc. on IBTH, newest first. How the timeline and the estimate are built.
Foundry Financial Group, Inc. held 75,426 IBTH shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 75,426 sharesChange vs previous 13F +939 shares
0.73% of the 13F portfolio, value $1,687,280.
13F-HR 0002007960-26-000003 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 74,487 sharesChange vs previous 13F -4,980 shares
0.83% of the 13F portfolio, value $1,670,743.
13F-HR 0002007960-26-000002 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 79,467 sharesChange vs previous 13F +7,598 shares
0.89% of the 13F portfolio, value $1,785,623.
13F-HR 0002007960-26-000001 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 71,869 sharesChange vs previous 13F +12,408 shares
0.85% of the 13F portfolio, value $1,618,490.
13F-HR 0002007960-25-000006 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 59,461 sharesChange vs previous 13F -6,336 shares
0.76% of the 13F portfolio, value $1,337,278.
13F-HR 0002007960-25-000004 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 65,797 sharesChange vs previous 13F +5,229 shares
0.91% of the 13F portfolio, value $1,475,169.
13F-HR 0002007960-25-000002 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 60,568 sharesChange vs previous 13F +1,348 shares
0.83% of the 13F portfolio, value $1,344,410.
13F-HR 0002007960-25-000001 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 59,220 sharesChange vs previous 13F not available
0.84% of the 13F portfolio, value $1,340,445.
13F-HR 0002007960-24-000005 filed by Foundry Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).