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Financial Freedom, LLC: DTCR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Freedom, LLC on DTCR, newest first. How the timeline and the estimate are built.

Financial Freedom, LLC held 166,382 DTCR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,382 shares
    Change vs previous 13F -811 shares

    2.32% of the 13F portfolio, value $5,053,029.

    13F-HR 0001965484-26-000003 filed by Financial Freedom, LLC
    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 167,193 shares
    Change vs previous 13F +3,671 shares

    1.99% of the 13F portfolio, value $4,005,950.

    13F-HR 0001965484-26-000002 filed by Financial Freedom, LLC
    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 163,522 shares
    Change vs previous 13F +36,714 shares

    1.71% of the 13F portfolio, value $3,450,310.

    13F-HR 0001965484-26-000001 filed by Financial Freedom, LLC
    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 126,808 shares
    Change vs previous 13F +105,620 shares

    1.29% of the 13F portfolio, value $2,597,024.

    13F-HR 0001965484-25-000006 filed by Financial Freedom, LLC
    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 21,188 shares
    Change vs previous 13F +12,070 shares

    0.21% of the 13F portfolio, value $394,944.

    13F-HR 0001965484-25-000003 filed by Financial Freedom, LLC
    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 9,118 shares
    Change vs previous 13F +8,550 shares

    0.09% of the 13F portfolio, value $148,255.

    13F-HR 0001965484-25-000002 filed by Financial Freedom, LLC
    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 568 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,400.

    13F-HR 0001965484-25-000001 filed by Financial Freedom, LLC
    Filed (acceptance time not in the bulk data set), ingested

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