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Disclosery

Freedom Financial Partners LLC: FPE position timeline

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

Freedom Financial Partners LLC held 42,663 FPE 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 42,663 shares
    Change vs previous 13F +2,498 shares

    0.25% of the 13F portfolio, value $762,809.

    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 40,165 shares
    Change vs previous 13F +946 shares

    0.25% of the 13F portfolio, value $713,230.

    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 39,219 shares
    Change vs previous 13F +989 shares

    0.26% of the 13F portfolio, value $714,579.

    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 38,230 shares
    Change vs previous 13F +1,842 shares

    0.27% of the 13F portfolio, value $697,317.

    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 36,388 shares
    Change vs previous 13F -89 shares

    0.27% of the 13F portfolio, value $647,702.

    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 36,477 shares
    Change vs previous 13F +239 shares

    0.3% of the 13F portfolio, value $641,623.

    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 36,238 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $641,407.

    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).