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Freedom Investment Management, Inc.: SPYV position timeline

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

Freedom Investment Management, Inc. held 64,161 SPYV 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 64,161 shares
    Change vs previous 13F -5,518 shares

    1.09% of the 13F portfolio, value $3,900,340.

    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 69,679 shares
    Change vs previous 13F +2,651 shares

    1.17% of the 13F portfolio, value $3,942,424.

    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 67,028 shares
    Change vs previous 13F +2,521 shares

    1.11% of the 13F portfolio, value $3,807,839.

    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 64,507 shares
    Change vs previous 13F -51,501 shares

    0.94% of the 13F portfolio, value $3,569,197.

    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 116,008 shares
    Change vs previous 13F -3,457 shares

    0.48% of the 13F portfolio, value $6,071,874.

    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 119,465 shares
    Change vs previous 13F +3,282 shares

    0.51% of the 13F portfolio, value $6,101,064.

    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 116,183 shares
    Change vs previous 13F -3,210 shares

    0.49% of the 13F portfolio, value $5,941,606.

    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 119,393 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $6,311,121.

    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).