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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

  1. period ended2026-06-30
    13F 76,878 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 76,122 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 79,144 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 74,557 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 62,039 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 68,729 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 57,528 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 52,302 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).