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Disclosery

Freedom Investment Management, Inc.: SMB position timeline

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

Freedom Investment Management, Inc. held 0 SMB shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -48,922 shares

    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).

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

  2. period ended2025-06-30
    13F 48,922 shares
    Change vs previous 13F -2,218 shares

    0.07% of the 13F portfolio, value $844,388.

    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).

  3. period ended2025-03-31
    13F 51,140 shares
    Change vs previous 13F -26,771 shares

    0.07% of the 13F portfolio, value $876,292.

    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).

  4. period ended2024-12-31
    13F 77,911 shares
    Change vs previous 13F +649 shares

    0.11% of the 13F portfolio, value $1,331,502.

    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).

  5. period ended2024-09-30
    13F 77,262 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,335,856.

    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).