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Disclosery

Freedom Investment Management, Inc.: DFEV position timeline

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

Freedom Investment Management, Inc. held 227,828 DFEV 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 227,828 shares
    Change vs previous 13F -29,603 shares

    2.71% of the 13F portfolio, value $9,720,749.

    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 257,431 shares
    Change vs previous 13F -93,722 shares

    2.73% of the 13F portfolio, value $9,210,899.

    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 351,153 shares
    Change vs previous 13F -38,863 shares

    3.44% of the 13F portfolio, value $11,847,909.

    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 390,016 shares
    Change vs previous 13F -13,808 shares

    3.29% of the 13F portfolio, value $12,437,612.

    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 403,824 shares
    Change vs previous 13F -23,534 shares

    0.97% of the 13F portfolio, value $12,110,688.

    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 427,358 shares
    Change vs previous 13F -2,041 shares

    0.97% of the 13F portfolio, value $11,560,051.

    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 429,399 shares
    Change vs previous 13F -2,125 shares

    0.94% of the 13F portfolio, value $11,254,547.

    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 431,524 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $12,281,182.

    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).