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Disclosery

Freedom Financial Partners LLC: USB position timeline

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

Freedom Financial Partners LLC held 10,211 USB 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 10,211 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $616,741.

    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 10,211 shares
    Change vs previous 13F -966 shares

    0.19% of the 13F portfolio, value $531,071.

    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 11,177 shares
    Change vs previous 13F +61 shares

    0.22% of the 13F portfolio, value $596,402.

    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 11,116 shares
    Change vs previous 13F -400 shares

    0.2% of the 13F portfolio, value $537,236.

    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 11,516 shares
    Change vs previous 13F +2,654 shares

    0.22% of the 13F portfolio, value $521,099.

    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 8,862 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $374,154.

    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).