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Disclosery

Freedom Financial Partners LLC: HTRB position timeline

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

Freedom Financial Partners LLC held 138,907 HTRB 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 138,907 shares
    Change vs previous 13F +511 shares

    1.53% of the 13F portfolio, value $4,686,032.

    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 138,396 shares
    Change vs previous 13F +9,850 shares

    1.66% of the 13F portfolio, value $4,669,469.

    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 128,546 shares
    Change vs previous 13F +7,215 shares

    1.6% of the 13F portfolio, value $4,389,856.

    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 121,331 shares
    Change vs previous 13F +11,444 shares

    1.59% of the 13F portfolio, value $4,160,433.

    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 109,887 shares
    Change vs previous 13F +4,558 shares

    1.57% of the 13F portfolio, value $3,721,859.

    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 105,329 shares
    Change vs previous 13F +45,679 shares

    1.66% of the 13F portfolio, value $3,566,435.

    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 59,650 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,988,142.

    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).