Skip to content
Disclosery

Freedom Financial Partners LLC: CGMU position timeline

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

Freedom Financial Partners LLC held 85,163 CGMU 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 85,163 shares
    Change vs previous 13F -2,599 shares

    0.76% of the 13F portfolio, value $2,339,441.

    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 87,762 shares
    Change vs previous 13F +1,932 shares

    0.85% of the 13F portfolio, value $2,382,740.

    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 85,830 shares
    Change vs previous 13F +4,552 shares

    0.85% of the 13F portfolio, value $2,350,031.

    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 81,278 shares
    Change vs previous 13F +8,112 shares

    0.85% of the 13F portfolio, value $2,218,074.

    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).

  5. period ended2025-06-30
    13F 73,166 shares
    Change vs previous 13F +2,905 shares

    0.82% of the 13F portfolio, value $1,952,807.

    13F-HR 0002063364-25-000209 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).

  6. period ended2025-03-31
    13F 70,261 shares
    Change vs previous 13F +11,178 shares

    0.88% of the 13F portfolio, value $1,884,397.

    13F-HR 0002063364-25-000021 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).

  7. period ended2024-12-31
    13F 59,083 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,590,515.

    13F-HR 0001345576-25-000007 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).