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Financial Freedom, LLC: SPY position timeline

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

Financial Freedom, LLC held 307 SPY 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 307 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $229,041.

    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 306 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $199,323.

    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 306 shares
    Change vs previous 13F -4 shares

    0.1% of the 13F portfolio, value $208,834.

    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 310 shares
    Change vs previous 13F +1 shares

    0.1% of the 13F portfolio, value $206,566.

    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 309 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $191,410.

    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 309 shares
    Change vs previous 13F +12 shares

    0.1% of the 13F portfolio, value $173,128.

    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 297 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $174,185.

    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 297 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $170,374.

    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).