Freedom Financial Partners LLC: XEL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Freedom Financial Partners LLC on XEL, newest first. How the timeline and the estimate are built.
Freedom Financial Partners LLC held 5,151 XEL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 5,151 sharesChange vs previous 13F -746 shares
0.13% of the 13F portfolio, value $413,657.
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 5,897 sharesChange vs previous 13F -679 shares
0.17% of the 13F portfolio, value $468,429.
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 6,576 sharesChange vs previous 13F +1 shares
0.18% of the 13F portfolio, value $485,694.
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 6,575 sharesChange vs previous 13F -924 shares
0.2% of the 13F portfolio, value $530,287.
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 7,499 sharesChange vs previous 13F -50 shares
0.22% of the 13F portfolio, value $510,706.
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 7,549 sharesChange vs previous 13F +1 shares
0.25% of the 13F portfolio, value $534,362.
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 7,548 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $509,624.
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).