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Disclosery

Freedom Investment Management, Inc.: XLP position timeline

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

Freedom Investment Management, Inc. held 0 XLP shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -8,349 shares

    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).

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

  2. period ended2025-09-30
    13F 8,349 shares
    Change vs previous 13F -36,682 shares

    0.17% of the 13F portfolio, value $654,339.

    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).

  3. period ended2025-06-30
    13F 45,031 shares
    Change vs previous 13F +8,870 shares

    0.29% of the 13F portfolio, value $3,646,171.

    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).

  4. period ended2025-03-31
    13F 36,161 shares
    Change vs previous 13F -1,934 shares

    0.25% of the 13F portfolio, value $2,953,301.

    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).

  5. period ended2024-12-31
    13F 38,095 shares
    Change vs previous 13F -3,495 shares

    0.25% of the 13F portfolio, value $2,994,671.

    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).

  6. period ended2024-09-30
    13F 41,590 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,451,945.

    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).