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Financial Freedom, LLC: VFH position timeline

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

Financial Freedom, LLC held 31,625 VFH 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 31,625 shares
    Change vs previous 13F -8,526 shares

    1.91% of the 13F portfolio, value $4,161,789.

    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 40,151 shares
    Change vs previous 13F -8,568 shares

    2.42% of the 13F portfolio, value $4,850,616.

    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 48,719 shares
    Change vs previous 13F -2,281 shares

    3.23% of the 13F portfolio, value $6,503,493.

    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 51,000 shares
    Change vs previous 13F -1,373 shares

    3.33% of the 13F portfolio, value $6,693,285.

    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 52,373 shares
    Change vs previous 13F -1,384 shares

    3.59% of the 13F portfolio, value $6,667,441.

    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 53,757 shares
    Change vs previous 13F -478 shares

    3.69% of the 13F portfolio, value $6,422,306.

    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 54,235 shares
    Change vs previous 13F +55 shares

    3.38% of the 13F portfolio, value $6,403,562.

    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 54,180 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $5,954,917.

    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).