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Disclosery

Freedom Investment Management, Inc.: VTWV position timeline

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

Freedom Investment Management, Inc. held 1,596 VTWV 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 1,596 shares
    Change vs previous 13F -816 shares

    0.09% of the 13F portfolio, value $312,015.

    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 2,412 shares
    Change vs previous 13F +42 shares

    0.12% of the 13F portfolio, value $403,369.

    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 2,370 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $379,053.

    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 2,369 shares
    Change vs previous 13F -2,286 shares

    0.1% of the 13F portfolio, value $369,304.

    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 4,655 shares
    Change vs previous 13F +100 shares

    0.05% of the 13F portfolio, value $647,494.

    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 4,555 shares
    Change vs previous 13F -925 shares

    0.05% of the 13F portfolio, value $606,182.

    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 5,480 shares
    Change vs previous 13F -45 shares

    0.07% of the 13F portfolio, value $792,439.

    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 5,525 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $813,018.

    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).