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Disclosery

Foundry Financial Group, Inc.: IUSV position timeline

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

Foundry Financial Group, Inc. held 82,226 IUSV 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 82,226 shares
    Change vs previous 13F +1,800 shares

    3.92% of the 13F portfolio, value $9,057,194.

    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 80,426 shares
    Change vs previous 13F +1,508 shares

    4.08% of the 13F portfolio, value $8,223,559.

    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 78,918 shares
    Change vs previous 13F +2,168 shares

    4.05% of the 13F portfolio, value $8,092,252.

    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 76,750 shares
    Change vs previous 13F +976 shares

    4.03% of the 13F portfolio, value $7,671,163.

    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 75,774 shares
    Change vs previous 13F +1,097 shares

    4.08% of the 13F portfolio, value $7,170,494.

    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 74,677 shares
    Change vs previous 13F -1,045 shares

    4.24% of the 13F portfolio, value $6,891,940.

    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 75,722 shares
    Change vs previous 13F -607 shares

    4.34% of the 13F portfolio, value $7,011,100.

    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 76,329 shares
    Change vs previous 13F not available

    4.55% of the 13F portfolio, value $7,288,656.

    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).