Foundry Financial Group, Inc.: JHMM position timeline

Foundry Financial Group, Inc. held 0 JHMM shares at 2025-09-30 per its 13F-HR filed 2025-10-23.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -5,451 shares

   13F-HR 0002007960-25-000006 filed by Foundry Financial Group, Inc.
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 5,451 shares

   Change vs previous 13F -88,017 shares

   0.19% of the 13F portfolio, value $333,220.

   13F-HR 0002007960-25-000004 filed by Foundry Financial Group, Inc.
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 93,468 shares

   Change vs previous 13F -10,948 shares

   3.3% of the 13F portfolio, value $5,355,716.

   13F-HR 0002007960-25-000002 filed by Foundry Financial Group, Inc.
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 104,416 shares

   Change vs previous 13F +859 shares

   3.86% of the 13F portfolio, value $6,236,768.

   13F-HR 0002007960-25-000001 filed by Foundry Financial Group, Inc.
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 103,557 shares

   Change vs previous 13F not available

   3.89% of the 13F portfolio, value $6,234,131.

   13F-HR 0002007960-24-000005 filed by Foundry Financial Group, Inc.
   Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).