Position in PFL
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$7,432
-$171 QoQ
Shares Held
929
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Financial Freedom, LLC holds $83,926 across 4 Asset Management names. PFL ranks #4 (8.9% of the industry book) .
All Filings in PFL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,432 | 929 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $7,603 | 902 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,455 | 875 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||