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Disclosery

Freedom Investment Management, Inc.: DFUS position timeline

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

Freedom Investment Management, Inc. held 486,503 DFUS 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 486,503 shares
    Change vs previous 13F -26,075 shares

    11.1% of the 13F portfolio, value $39,864,072.

    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 512,578 shares
    Change vs previous 13F -68,876 shares

    10.79% of the 13F portfolio, value $36,346,904.

    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 581,454 shares
    Change vs previous 13F -43,688 shares

    12.54% of the 13F portfolio, value $43,126,413.

    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 625,142 shares
    Change vs previous 13F -40,306 shares

    11.97% of the 13F portfolio, value $45,285,289.

    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 665,448 shares
    Change vs previous 13F +366,852 shares

    3.56% of the 13F portfolio, value $44,598,375.

    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 298,596 shares
    Change vs previous 13F -5,818 shares

    1.52% of the 13F portfolio, value $18,059,100.

    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 304,414 shares
    Change vs previous 13F -15,447 shares

    1.61% of the 13F portfolio, value $19,406,399.

    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 319,861 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $19,895,383.

    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).