Freedom Financial Partners LLC: CAIE position timeline

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

Freedom Financial Partners LLC held 16,488 CAIE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 16,488 shares
Change vs previous 13F +6,962 shares
0.15% of the 13F portfolio, value $448,632.
13F-HR 0002063364-26-000259 filed by Freedom Financial Partners LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,526 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $239,490.
13F-HR 0002063364-26-000101 filed by Freedom Financial Partners LLC
Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).