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SWEENEY & MICHEL, LLC: FRDM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWEENEY & MICHEL, LLC on FRDM, newest first. How the timeline and the estimate are built.

SWEENEY & MICHEL, LLC held 161,771 FRDM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,771 shares
    Change vs previous 13F +87,367 shares

    2.83% of the 13F portfolio, value $10,785,266.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, LLC
    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 74,404 shares
    Change vs previous 13F +2,569 shares

    1.32% of the 13F portfolio, value $4,502,170.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, LLC
    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 71,835 shares
    Change vs previous 13F +1,323 shares

    1.29% of the 13F portfolio, value $4,369,705.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, LLC
    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 70,512 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $3,094,781.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).