Ownership history in Foundry Financial Group, Inc. · 6 quarters on record
This page tracks every 13F SEC filing in which Foundry Financial Group, Inc. reported a position in PUTNAM ETF TRUST (PVAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 164,693 | +2,282 | +1.4% | 3.76% | $7.5M | $45.57 |
| 2025 Q3 | ADDED | 162,411 | +3,398 | +2.1% | 3.64% | $6.9M | $42.51 |
| 2025 Q2 | ADDED | 159,013 | +4,617 | +3.0% | 3.64% | $6.4M | $39.90 |
| 2025 Q1 | ADDED | 154,396 | +4,766 | +3.2% | 3.62% | $5.9M | $37.66 |
| 2024 Q4 | ADDED | 149,630 | +8,458 | +6.0% | 3.44% | $5.6M | $36.71 |
| 2024 Q3 | INITIATED | 141,172 | — | — | 3.34% | $5.4M | $37.38 |
As of 2025 Q4 — sorted by position size