Freedom Financial Partners LLC: PEP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Freedom Financial Partners LLC on PEP, newest first. How the timeline and the estimate are built.
Freedom Financial Partners LLC held 2,178 PEP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 2,178 sharesChange vs previous 13F -1,223 shares
0.1% of the 13F portfolio, value $294,854.
13F-HR 0002063364-26-000259 filed by Freedom Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,401 sharesChange vs previous 13F -285 shares
0.19% of the 13F portfolio, value $528,070.
13F-HR 0002063364-26-000101 filed by Freedom Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,686 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $528,953.
13F-HR 0002063364-26-000007 filed by Freedom Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,686 sharesChange vs previous 13F -470 shares
0.2% of the 13F portfolio, value $517,601.
13F-HR 0002063364-25-000236 filed by Freedom Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,156 sharesChange vs previous 13F -798 shares
0.23% of the 13F portfolio, value $548,761.
13F-HR 0002063364-25-000209 filed by Freedom Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,954 sharesChange vs previous 13F +726 shares
0.35% of the 13F portfolio, value $742,876.
13F-HR 0002063364-25-000021 filed by Freedom Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,228 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $642,889.
13F-HR 0001345576-25-000007 filed by Freedom Financial Partners LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).