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Disclosery

Foundry Financial Group, Inc.: SHV position timeline

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

Foundry Financial Group, Inc. held 22,184 SHV 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 22,184 shares
    Change vs previous 13F +163 shares

    1.06% of the 13F portfolio, value $2,448,004.

    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 22,021 shares
    Change vs previous 13F +1,269 shares

    1.21% of the 13F portfolio, value $2,430,898.

    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 20,752 shares
    Change vs previous 13F +3,073 shares

    1.14% of the 13F portfolio, value $2,285,833.

    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 17,679 shares
    Change vs previous 13F -1,523 shares

    1.03% of the 13F portfolio, value $1,953,353.

    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 19,202 shares
    Change vs previous 13F +2,439 shares

    1.21% of the 13F portfolio, value $2,120,285.

    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 16,763 shares
    Change vs previous 13F -429 shares

    1.14% of the 13F portfolio, value $1,851,641.

    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 17,192 shares
    Change vs previous 13F +3,933 shares

    1.17% of the 13F portfolio, value $1,893,011.

    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 13,259 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,466,843.

    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).