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Disclosery

Freedom Investment Management, Inc.: IVE position timeline

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

Freedom Investment Management, Inc. held 0 IVE shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -977 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 977 shares
    Change vs previous 13F -37 shares

    0.06% of the 13F portfolio, value $207,272.

    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).

  3. period ended2025-09-30
    13F 1,014 shares
    Change vs previous 13F -4,641 shares

    0.06% of the 13F portfolio, value $209,460.

    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).

  4. period ended2025-06-30
    13F 5,655 shares
    Change vs previous 13F +1,930 shares

    0.09% of the 13F portfolio, value $1,105,050.

    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).

  5. period ended2025-03-31
    13F 3,725 shares
    Change vs previous 13F +3,725 shares

    0.06% of the 13F portfolio, value $709,973.

    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).

  6. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -2,379 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 2,379 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $469,109.

    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).