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Freedom Investment Management, Inc.: DFAE position timeline

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

Freedom Investment Management, Inc. held 478,127 DFAE 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 478,127 shares
    Change vs previous 13F -37,231 shares

    5.35% of the 13F portfolio, value $19,225,502.

    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 515,358 shares
    Change vs previous 13F -26,937 shares

    5.18% of the 13F portfolio, value $17,450,030.

    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 542,295 shares
    Change vs previous 13F -60,222 shares

    5.14% of the 13F portfolio, value $17,662,552.

    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 602,517 shares
    Change vs previous 13F -22,393 shares

    5.02% of the 13F portfolio, value $18,997,352.

    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 624,910 shares
    Change vs previous 13F -57,162 shares

    1.44% of the 13F portfolio, value $18,091,161.

    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 682,072 shares
    Change vs previous 13F -5,006 shares

    1.48% of the 13F portfolio, value $17,658,860.

    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 687,078 shares
    Change vs previous 13F +3,969 shares

    1.45% of the 13F portfolio, value $17,431,167.

    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 683,109 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $18,724,025.

    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).