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Disclosery

Freedom Investment Management, Inc.: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Freedom Investment Management, Inc. on BSV, newest first. How the timeline and the estimate are built.

Freedom Investment Management, Inc. held 20,967 BSV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,967 shares
    Change vs previous 13F -159 shares

    0.45% of the 13F portfolio, value $1,633,523.

    13F-HR 0001062993-26-004133 filed by Freedom Investment Management, Inc.
    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 21,126 shares
    Change vs previous 13F -1,072 shares

    0.49% of the 13F portfolio, value $1,656,481.

    13F-HR 0001062993-26-002096 filed by Freedom Investment Management, Inc.
    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 22,198 shares
    Change vs previous 13F +197 shares

    0.51% of the 13F portfolio, value $1,749,457.

    13F-HR 0001062993-26-000676 filed by Freedom Investment Management, Inc.
    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 22,001 shares
    Change vs previous 13F -9,872 shares

    0.46% of the 13F portfolio, value $1,736,087.

    13F-HR 0001062993-25-016827 filed by Freedom Investment Management, Inc.
    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 31,873 shares
    Change vs previous 13F +2,948 shares

    0.2% of the 13F portfolio, value $2,508,426.

    13F-HR 0001062993-25-013292 filed by Freedom Investment Management, Inc.
    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 28,925 shares
    Change vs previous 13F +2,923 shares

    0.19% of the 13F portfolio, value $2,264,177.

    13F-HR 0001062993-25-009373 filed by Freedom Investment Management, Inc.
    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 26,002 shares
    Change vs previous 13F -102 shares

    0.17% of the 13F portfolio, value $2,009,171.

    13F-HR 0001062993-25-002306 filed by Freedom Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,104 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,054,132.

    13F-HR 0001062993-24-019017 filed by Freedom Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).