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Disclosery

Freedom Investment Management, Inc.: VTV position timeline

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

Freedom Investment Management, Inc. held 148,914 VTV 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 148,914 shares
    Change vs previous 13F -2,658 shares

    9.04% of the 13F portfolio, value $32,452,977.

    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 151,572 shares
    Change vs previous 13F -7,748 shares

    8.83% of the 13F portfolio, value $29,738,426.

    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 159,320 shares
    Change vs previous 13F -8,963 shares

    8.85% of the 13F portfolio, value $30,428,471.

    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 168,283 shares
    Change vs previous 13F -7,992 shares

    8.3% of the 13F portfolio, value $31,383,219.

    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 176,275 shares
    Change vs previous 13F -58,334 shares

    2.49% of the 13F portfolio, value $31,154,754.

    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 234,609 shares
    Change vs previous 13F +2,052 shares

    3.4% of the 13F portfolio, value $40,526,363.

    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 232,557 shares
    Change vs previous 13F -10,020 shares

    3.27% of the 13F portfolio, value $39,371,945.

    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 242,577 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $42,346,606.

    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).