Freedom Investment Management, Inc.
All 13F Filings
- Location
- South Windsor, CT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 359,170
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 106 | 359,170 | 13F-HR | Freedom Investment Management, Inc. |
| Q1 2026 | 4/22/2026 | 106 | 336,951 | 13F-HR | Freedom Investment Management, Inc. |
| Q4 2025 | 2/6/2026 | 117 | 343,923 | 13F-HR | Freedom Investment Management, Inc. |
| Q3 2025 | 11/14/2025 | 140 | 378,272 | 13F-HR | Freedom Investment Management, Inc. |
| Q2 2025 | 7/30/2025 | 734 | 1,253,128 | 13F-HR | Freedom Investment Management, Inc. |
| Q1 2014 | 5/14/2014 | 434 | 468,021 | 13F-HR | Eqis Capital Management, Inc. |
| Q4 2013 | 2/12/2014 | 435 | 402,676 | 13F-HR | Eqis Capital Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.85 K | 10.0% | 4.25 K | 0 | 4.25 K |
| ETFs | 321.7 K | 89.6% | 18 K | 0 | 18 K |
| Debt | 1.634 K | 0.5% | 0 | 22 | -22 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
359,170
Holdings
106
QoQ value change ($000)
22,219
(6.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.