Foundry Financial Group, Inc.: IBTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Foundry Financial Group, Inc. on IBTI, newest first. How the timeline and the estimate are built.
Foundry Financial Group, Inc. held 76,878 IBTI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 76,878 sharesChange vs previous 13F +756 shares
0.74% of the 13F portfolio, value $1,702,079.
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 76,122 sharesChange vs previous 13F -3,022 shares
0.84% of the 13F portfolio, value $1,696,227.
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 79,144 sharesChange vs previous 13F +4,587 shares
0.89% of the 13F portfolio, value $1,770,056.
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 74,557 sharesChange vs previous 13F +12,518 shares
0.88% of the 13F portfolio, value $1,668,958.
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 62,039 sharesChange vs previous 13F -6,690 shares
0.79% of the 13F portfolio, value $1,387,192.
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 68,729 sharesChange vs previous 13F +11,201 shares
0.94% of the 13F portfolio, value $1,529,220.
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 57,528 sharesChange vs previous 13F +5,226 shares
0.78% of the 13F portfolio, value $1,260,070.
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 52,302 sharesChange vs previous 13F not available
0.73% of the 13F portfolio, value $1,177,067.
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).