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Freedom Financial Partners LLC: DFSE position timeline

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

Freedom Financial Partners LLC held 9,323 DFSE 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 9,323 shares
    Change vs previous 13F -1,549 shares

    0.15% of the 13F portfolio, value $455,689.

    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 10,872 shares
    Change vs previous 13F +507 shares

    0.16% of the 13F portfolio, value $460,664.

    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 10,365 shares
    Change vs previous 13F +72 shares

    0.16% of the 13F portfolio, value $429,952.

    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 10,293 shares
    Change vs previous 13F +76 shares

    0.16% of the 13F portfolio, value $422,952.

    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 10,217 shares
    Change vs previous 13F +2,062 shares

    0.16% of the 13F portfolio, value $388,841.

    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 8,155 shares
    Change vs previous 13F +39 shares

    0.13% of the 13F portfolio, value $274,653.

    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 8,116 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $268,879.

    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).