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Foundry Financial Group, Inc.: IBTJ position timeline

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

Foundry Financial Group, Inc. held 59,547 IBTJ 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 59,547 shares
    Change vs previous 13F +380 shares

    0.56% of the 13F portfolio, value $1,289,193.

    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 59,167 shares
    Change vs previous 13F -3,783 shares

    0.64% of the 13F portfolio, value $1,292,385.

    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 62,950 shares
    Change vs previous 13F +20,699 shares

    0.69% of the 13F portfolio, value $1,381,438.

    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 42,251 shares
    Change vs previous 13F +12,231 shares

    0.49% of the 13F portfolio, value $927,621.

    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 30,020 shares
    Change vs previous 13F -6,478 shares

    0.37% of the 13F portfolio, value $658,038.

    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 36,498 shares
    Change vs previous 13F +8,221 shares

    0.49% of the 13F portfolio, value $794,561.

    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 28,277 shares
    Change vs previous 13F +5,013 shares

    0.37% of the 13F portfolio, value $603,044.

    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 23,264 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $514,251.

    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).