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Disclosery

Foundry Financial Group, Inc.: JHML position timeline

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

Foundry Financial Group, Inc. held 17,407 JHML 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 17,407 shares
    Change vs previous 13F -1,812 shares

    0.67% of the 13F portfolio, value $1,552,328.

    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 19,219 shares
    Change vs previous 13F -10,588 shares

    0.75% of the 13F portfolio, value $1,504,288.

    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 29,807 shares
    Change vs previous 13F -10,669 shares

    1.19% of the 13F portfolio, value $2,380,107.

    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 40,476 shares
    Change vs previous 13F -101,733 shares

    1.67% of the 13F portfolio, value $3,172,074.

    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 142,209 shares
    Change vs previous 13F +792 shares

    5.94% of the 13F portfolio, value $10,431,428.

    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 141,417 shares
    Change vs previous 13F +829 shares

    5.87% of the 13F portfolio, value $9,534,334.

    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 140,588 shares
    Change vs previous 13F -1,009 shares

    6.06% of the 13F portfolio, value $9,791,954.

    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 141,597 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $9,832,496.

    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).