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Foundry Financial Group, Inc.: IEI position timeline

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

Foundry Financial Group, Inc. held 77,844 IEI 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 77,844 shares
    Change vs previous 13F +6,506 shares

    3.95% of the 13F portfolio, value $9,142,778.

    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 71,338 shares
    Change vs previous 13F +6,092 shares

    4.2% of the 13F portfolio, value $8,460,687.

    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 65,246 shares
    Change vs previous 13F +6,780 shares

    3.9% of the 13F portfolio, value $7,787,110.

    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 58,466 shares
    Change vs previous 13F +5,478 shares

    3.67% of the 13F portfolio, value $6,987,272.

    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 52,988 shares
    Change vs previous 13F +1,988 shares

    3.59% of the 13F portfolio, value $6,310,341.

    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 51,000 shares
    Change vs previous 13F +1,264 shares

    3.71% of the 13F portfolio, value $6,024,885.

    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 49,736 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $5,746,995.

    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).