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Disclosery

Freedom Investment Management, Inc.: DFIV position timeline

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

Freedom Investment Management, Inc. held 42,025 DFIV 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 42,025 shares
    Change vs previous 13F -451 shares

    0.63% of the 13F portfolio, value $2,270,179.

    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 42,476 shares
    Change vs previous 13F -836 shares

    0.67% of the 13F portfolio, value $2,241,887.

    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 43,312 shares
    Change vs previous 13F -40 shares

    0.63% of the 13F portfolio, value $2,161,244.

    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 43,352 shares
    Change vs previous 13F -18,408 shares

    0.53% of the 13F portfolio, value $1,999,375.

    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 61,760 shares
    Change vs previous 13F +1,097 shares

    0.21% of the 13F portfolio, value $2,645,178.

    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 60,663 shares
    Change vs previous 13F -950 shares

    0.2% of the 13F portfolio, value $2,387,716.

    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 61,613 shares
    Change vs previous 13F +707 shares

    0.18% of the 13F portfolio, value $2,186,022.

    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 60,906 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,319,307.

    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).