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Disclosery

Financial Freedom, LLC: IYW position timeline

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

Financial Freedom, LLC held 26,237 IYW 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 26,237 shares
    Change vs previous 13F -93 shares

    3.04% of the 13F portfolio, value $6,617,882.

    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 26,330 shares
    Change vs previous 13F -628 shares

    2.38% of the 13F portfolio, value $4,776,827.

    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 26,958 shares
    Change vs previous 13F -367 shares

    2.67% of the 13F portfolio, value $5,382,957.

    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 27,325 shares
    Change vs previous 13F +179 shares

    2.67% of the 13F portfolio, value $5,351,937.

    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 27,146 shares
    Change vs previous 13F -161 shares

    2.53% of the 13F portfolio, value $4,704,254.

    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 27,307 shares
    Change vs previous 13F -1,504 shares

    2.2% of the 13F portfolio, value $3,835,059.

    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 28,811 shares
    Change vs previous 13F +1,254 shares

    2.42% of the 13F portfolio, value $4,595,990.

    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 27,557 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $4,178,158.

    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).