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Disclosery

Freedom Investment Management, Inc.: DFAT position timeline

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

Freedom Investment Management, Inc. held 53,524 DFAT 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 53,524 shares
    Change vs previous 13F -867 shares

    1.04% of the 13F portfolio, value $3,741,354.

    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 54,391 shares
    Change vs previous 13F -836 shares

    1.01% of the 13F portfolio, value $3,396,720.

    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 55,227 shares
    Change vs previous 13F -201 shares

    0.96% of the 13F portfolio, value $3,288,224.

    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 55,428 shares
    Change vs previous 13F -1,122 shares

    0.85% of the 13F portfolio, value $3,226,457.

    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 56,550 shares
    Change vs previous 13F -713 shares

    0.24% of the 13F portfolio, value $3,051,459.

    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 57,263 shares
    Change vs previous 13F -1,943 shares

    0.25% of the 13F portfolio, value $2,948,492.

    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 59,206 shares
    Change vs previous 13F +521 shares

    0.27% of the 13F portfolio, value $3,295,406.

    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 58,685 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,264,647.

    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).