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Disclosery

Freedom Investment Management, Inc.: XLK position timeline

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

Freedom Investment Management, Inc. held 2,680 XLK 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 2,680 shares
    Change vs previous 13F -1,173 shares

    0.14% of the 13F portfolio, value $510,598.

    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 3,853 shares
    Change vs previous 13F -2,417 shares

    0.15% of the 13F portfolio, value $512,115.

    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 6,270 shares
    Change vs previous 13F -3,711 shares

    0.26% of the 13F portfolio, value $902,680.

    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 9,981 shares
    Change vs previous 13F -25,274 shares

    0.74% of the 13F portfolio, value $2,813,367.

    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 35,255 shares
    Change vs previous 13F -13,966 shares

    0.71% of the 13F portfolio, value $8,927,543.

    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 49,221 shares
    Change vs previous 13F -5,024 shares

    0.85% of the 13F portfolio, value $10,163,124.

    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 54,245 shares
    Change vs previous 13F -3,148 shares

    1.05% of the 13F portfolio, value $12,613,163.

    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 57,393 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $12,956,970.

    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).