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Freedom Financial Partners LLC: CGIE position timeline

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

Freedom Financial Partners LLC held 481,888 CGIE 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 481,888 shares
    Change vs previous 13F +34,064 shares

    5.77% of the 13F portfolio, value $17,723,828.

    13F-HR 0002063364-26-000259 filed by Freedom Financial Partners 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 447,824 shares
    Change vs previous 13F +75,180 shares

    5.39% of the 13F portfolio, value $15,145,396.

    13F-HR 0002063364-26-000101 filed by Freedom Financial Partners 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 372,644 shares
    Change vs previous 13F +95,596 shares

    4.72% of the 13F portfolio, value $12,975,452.

    13F-HR 0002063364-26-000007 filed by Freedom Financial Partners 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 277,048 shares
    Change vs previous 13F not available

    3.56% of the 13F portfolio, value $9,342,052.

    13F-HR 0002063364-25-000236 filed by Freedom Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).