Position in CRD-A
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$5,692
-$731 QoQ
Shares Held
571
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRD-A Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Financial Freedom, LLC holds $368,279 across 3 Insurance Brokers names. CRD-A ranks #3 (1.5% of the industry book) .
All Filings in CRD-A
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,692 | 571 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,423 | 571 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,109 | 571 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $6,041 | 571 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,520 | 571 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $6,600 | 571 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,263 | 571 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,933 | 571 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,384 | 571 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,525 | 571 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $5,333 | 571 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,332 | 571 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,773 | 571 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,174 | 571 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||