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Financial Freedom, LLC: IYF position timeline

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

Financial Freedom, LLC held 20,056 IYF 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 20,056 shares
    Change vs previous 13F +3,465 shares

    1.17% of the 13F portfolio, value $2,557,380.

    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 16,591 shares
    Change vs previous 13F +7,874 shares

    0.97% of the 13F portfolio, value $1,952,063.

    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 8,717 shares
    Change vs previous 13F -1,072 shares

    0.56% of the 13F portfolio, value $1,123,937.

    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 9,789 shares
    Change vs previous 13F +278 shares

    0.62% of the 13F portfolio, value $1,239,705.

    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 9,511 shares
    Change vs previous 13F +3,000 shares

    0.62% of the 13F portfolio, value $1,150,804.

    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 6,511 shares
    Change vs previous 13F +164 shares

    0.42% of the 13F portfolio, value $734,822.

    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 6,347 shares
    Change vs previous 13F +905 shares

    0.37% of the 13F portfolio, value $701,891.

    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 5,442 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $565,451.

    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).