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Disclosery

Freedom Investment Management, Inc.: SLYV position timeline

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

Freedom Investment Management, Inc. held 7,021 SLYV 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 7,021 shares
    Change vs previous 13F -3,233 shares

    0.21% of the 13F portfolio, value $766,067.

    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 10,254 shares
    Change vs previous 13F +189 shares

    0.29% of the 13F portfolio, value $969,817.

    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 10,065 shares
    Change vs previous 13F +100 shares

    0.27% of the 13F portfolio, value $915,637.

    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 9,965 shares
    Change vs previous 13F -10,606 shares

    0.23% of the 13F portfolio, value $883,411.

    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 20,571 shares
    Change vs previous 13F +338 shares

    0.13% of the 13F portfolio, value $1,640,713.

    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 20,233 shares
    Change vs previous 13F -3,482 shares

    0.13% of the 13F portfolio, value $1,586,264.

    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 23,715 shares
    Change vs previous 13F -174 shares

    0.17% of the 13F portfolio, value $2,069,169.

    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 23,889 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,074,012.

    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).