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Disclosery

Foundry Financial Group, Inc.: QUAL position timeline

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

Foundry Financial Group, Inc. held 8,557 QUAL 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 8,557 shares
    Change vs previous 13F -1,934 shares

    0.81% of the 13F portfolio, value $1,877,663.

    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 10,491 shares
    Change vs previous 13F -6,719 shares

    1% of the 13F portfolio, value $2,012,279.

    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 17,210 shares
    Change vs previous 13F -4,511 shares

    1.71% of the 13F portfolio, value $3,418,259.

    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 21,721 shares
    Change vs previous 13F -45,976 shares

    2.22% of the 13F portfolio, value $4,224,735.

    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 67,697 shares
    Change vs previous 13F +2,861 shares

    7.04% of the 13F portfolio, value $12,376,366.

    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 64,836 shares
    Change vs previous 13F +27,141 shares

    6.82% of the 13F portfolio, value $11,079,824.

    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 37,695 shares
    Change vs previous 13F +239 shares

    4.16% of the 13F portfolio, value $6,712,726.

    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 37,456 shares
    Change vs previous 13F not available

    4.19% of the 13F portfolio, value $6,715,861.

    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).