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Disclosery

Foundry Financial Group, Inc.: IUSG position timeline

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

Foundry Financial Group, Inc. held 77,418 IUSG 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 77,418 shares
    Change vs previous 13F +1,632 shares

    6.3% of the 13F portfolio, value $14,561,552.

    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 75,786 shares
    Change vs previous 13F +6,817 shares

    5.83% of the 13F portfolio, value $11,755,166.

    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 68,969 shares
    Change vs previous 13F +5,240 shares

    5.8% of the 13F portfolio, value $11,582,654.

    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 63,729 shares
    Change vs previous 13F +22,712 shares

    5.51% of the 13F portfolio, value $10,485,970.

    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 41,017 shares
    Change vs previous 13F -161 shares

    3.51% of the 13F portfolio, value $6,168,957.

    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 41,178 shares
    Change vs previous 13F +760 shares

    3.22% of the 13F portfolio, value $5,232,900.

    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 40,418 shares
    Change vs previous 13F -1,070 shares

    3.49% of the 13F portfolio, value $5,632,248.

    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 41,488 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $5,472,682.

    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).