Skip to content
Disclosery

Freedom Financial Partners LLC: XLU position timeline

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

Freedom Financial Partners LLC held 35,909 XLU 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 35,909 shares
    Change vs previous 13F -98 shares

    0.53% of the 13F portfolio, value $1,628,131.

    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 36,007 shares
    Change vs previous 13F +790 shares

    0.59% of the 13F portfolio, value $1,652,381.

    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 35,217 shares
    Change vs previous 13F +17,322 shares

    0.55% of the 13F portfolio, value $1,503,408.

    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 17,895 shares
    Change vs previous 13F +456 shares

    0.59% of the 13F portfolio, value $1,560,602.

    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 17,439 shares
    Change vs previous 13F -307 shares

    0.6% of the 13F portfolio, value $1,424,073.

    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 17,746 shares
    Change vs previous 13F -338 shares

    0.65% of the 13F portfolio, value $1,399,267.

    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 18,084 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,368,769.

    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).