SEC 13F Intelligence

Financial Freedom, LLC / IMTM

Financial Freedom, LLC’s Ishares Tr Position

Does Financial Freedom, LLC own Ishares Tr (IMTM)? Yes — 130.4K shares worth $6M (+3.12% of its 13F portfolio) as of Q1 2026, down from 132.0K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
130.4K
% of Portfolio
+3.12%
Quarters Held
8
currently held

Position History IMTM

Reported value by quarter
Q2 ’24: $1MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $5MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026130.4K$6M+3.12%
Q4 2025132.0K$6M+3.14%
Q3 2025130.8K$6M+3.12%
Q2 2025128.9K$6M+3.17%
Q1 2025125.8K$5M+2.89%
Q4 2024121.5K$5M+2.40%
Q3 202494.4K$4M+2.02%
Q2 202437.4K$1M+0.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Financial Freedom, LLC’s full portfolio or all institutional holders of IMTM.