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Disclosery

Financial Freedom, LLC: IWY position timeline

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

Financial Freedom, LLC held 13,821 IWY 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 13,821 shares
    Change vs previous 13F -220 shares

    1.84% of the 13F portfolio, value $4,016,678.

    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 14,041 shares
    Change vs previous 13F -744 shares

    1.74% of the 13F portfolio, value $3,494,044.

    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 14,785 shares
    Change vs previous 13F -1,943 shares

    2.03% of the 13F portfolio, value $4,094,448.

    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 16,728 shares
    Change vs previous 13F -5,272 shares

    2.28% of the 13F portfolio, value $4,577,649.

    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 22,000 shares
    Change vs previous 13F -93 shares

    2.92% of the 13F portfolio, value $5,423,777.

    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 22,093 shares
    Change vs previous 13F +11,681 shares

    2.68% of the 13F portfolio, value $4,660,396.

    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 10,412 shares
    Change vs previous 13F +301 shares

    1.29% of the 13F portfolio, value $2,449,641.

    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).

  8. period ended2024-09-30
    13F 10,111 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,225,023.

    13F-HR 0001965484-24-000006 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).