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Disclosery

Freedom Financial Partners LLC: SDY position timeline

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

Freedom Financial Partners LLC held 8,461 SDY 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 8,461 shares
    Change vs previous 13F +207 shares

    0.42% of the 13F portfolio, value $1,287,666.

    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 8,254 shares
    Change vs previous 13F -589 shares

    0.43% of the 13F portfolio, value $1,205,222.

    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 8,843 shares
    Change vs previous 13F -12 shares

    0.45% of the 13F portfolio, value $1,230,614.

    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 8,855 shares
    Change vs previous 13F +162 shares

    0.47% of the 13F portfolio, value $1,240,207.

    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 8,693 shares
    Change vs previous 13F +49 shares

    0.5% of the 13F portfolio, value $1,179,964.

    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 8,644 shares
    Change vs previous 13F +44 shares

    0.55% of the 13F portfolio, value $1,172,817.

    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 8,600 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,136,088.

    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).