Advertisement
Screener

Freedom Investment Management, Inc. Historic Quarter Change: Foreign ADRs, Added

Freedom Investment Management, Inc. historic quarter change: Foreign ADRs, Added

In depositary receipts for foreign shares (depositary receipts and foreign shares traded over the counter), over 24 quarters from 2013-03-31 to 2026-06-30, Freedom Investment Management, Inc. opened 51 positions, added to 24, reduced 19 and sold out of 61.

  • Q4 2024: Stock ASTRAZENECA PLC; Country of operation —; Class SPONSORED ADR; Shares before 12,002.
  • Q4 2024: Stock OATLY GROUP AB; Country of operation —; Class SPONSORED ADS; Shares before 22,052.
  • Q3 2024: Stock OATLY GROUP AB; Country of operation —; Class SPONSORED ADS; Shares before 17,982.
  • Q2 2024: Stock ASTRAZENECA PLC; Country of operation —; Class SPONSORED ADR; Shares before 6,730.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1566653), 24 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-30); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-04); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-14); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-08); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-05); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-13); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-05); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-14); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-13); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-15); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-14); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-12); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-13); Q2 2013 (2013-03-31 to 2013-06-30, filed 2013-08-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2010-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q4 2024ASTRAZENECA PLC
CUSIP 046353108
SPONSORED ADR12,00212,972+970$935,051$849,904-$85,1472025-02-13
Q4 2024OATLY GROUP AB
CUSIP 67421J108
SPONSORED ADS22,05224,847+2,795$18,841$16,469-$2,3722025-02-13
Q3 2024OATLY GROUP AB
CUSIP 67421J108
SPONSORED ADS17,98222,052+4,070$16,903$18,841+$1,9382024-11-13
Q2 2024ASTRAZENECA PLC
CUSIP 046353108
SPONSORED ADR6,73019,489+12,759$455,928$1,519,979+$1,064,0512024-08-13
Q2 2024OATLY GROUP AB
CUSIP 67421J108
SPONSORED ADS13,49117,982+4,491$15,244$16,903+$1,6592024-08-13
Q1 2024OATLY GROUP AB
CUSIP 67421J108
SPONSORED ADS10,94513,491+2,546$12,915$15,244+$2,3292024-05-14
Q1 2014TATA MTRS LTD
CUSIP 876568502
SPONSORED ADR17,42323,216+5,793$537,000$822,000+$285,0002014-05-14
Q1 2014WESTPAC BKG CORP
CUSIP 961214301
SPONSORED ADR8,12112,190+4,069$236,000$391,000+$155,0002014-05-14
Q1 2014ADVANCED SEMICONDUCTOR ENGR
CUSIP 00756M404
SPONSORED ADR24,47739,796+15,319$117,000$221,000+$104,0002014-05-14
Q1 2014SILICONWARE PRECISION INDS L
CUSIP 827084864
SPONSD ADR SPL16,15518,513+2,358$97,000$123,000+$26,0002014-05-14
Q4 2013TATA MTRS LTD
CUSIP 876568502
SPONSORED ADR8,99117,423+8,432$239,000$537,000+$298,0002014-02-12
Q4 2013WUXI PHARMATECH CAYMAN INC
CUSIP 929352102
SPONS ADR SHS8,39912,316+3,917$230,000$473,000+$243,0002014-02-12
Q4 2013ARM HLDGS PLC
CUSIP 042068106
SPONSORED ADR6,5418,353+1,812$315,000$457,000+$142,0002014-02-12
Q4 2013FLY LEASING LTD
CUSIP 34407D109
SPONSORED ADR13,64017,813+4,173$189,000$286,000+$97,0002014-02-12
Q4 2013NATIONAL GRID PLC
CUSIP 636274300
SPON ADR NEW3,5584,041+483$210,000$264,000+$54,0002014-02-12
Q4 2013ADVANCED SEMICONDUCTOR ENGR
CUSIP 00756M404
SPONSORED ADR14,72124,477+9,756$70,000$117,000+$47,0002014-02-12
Q3 2013CHINA MOBILE LIMITED
CUSIP 16941M109
SPONSORED ADR4,9945,486+492$259,000$310,000+$51,0002013-11-13
Q3 2013FLAMEL TECHNOLOGIES SA
CUSIP 338488109
SPONSORED ADR12,11216,022+3,910$74,000$105,000+$31,0002013-11-13
Q3 2013ADVANCED SEMICONDUCTOR ENGR
CUSIP 00756M404
SPONSORED ADR13,61314,721+1,108$55,000$70,000+$15,0002013-11-13
Q3 2013ALON BLUE SQUARE ISRAEL LTD
CUSIP 02051Q106
SPONSORED ADR14,14514,216+71$46,000$54,000+$8,0002013-11-13
Q2 2013TOTAL S A
CUSIP 89151E109
SPONSORED ADR4,7397,082+2,343$227,000$345,000+$118,0002013-08-16
Q2 2013CHINA MOBILE LIMITED
CUSIP 16941M109
SPONSORED ADR4,2294,994+765$225,000$259,000+$34,0002013-08-16
Q2 2013ADVANCED SEMICONDUCTOR ENGR
CUSIP 00756M404
SPONSORED ADR11,03213,613+2,581$45,000$55,000+$10,0002013-08-16
Q2 2013ALON BLUE SQUARE ISRAEL LTD
CUSIP 02051Q106
SPONSORED ADR13,13114,145+1,014$39,000$46,000+$7,0002013-08-16

Similar Firms

Firm NameCountry13F ValueHoldings
Shoker Investment Counsel, Inc.United States$0.337B109
Schiavi & Co LLCUnited States$0.337B51
Independent Wealth Network Inc.United States$0.337B301
Sterling Financial Planning, Inc.United States$0.337B117
Comprehensive Financial Consultants Institutional, Inc.United States$0.337B193
WIM INVESTMENT MANAGEMENT LtdHong Kong$0.337B20
Team Hewins, LLCUnited States$0.337B41
Standard General L.P.United States$0.336B2
Selective Wealth Management, Inc.United States$0.338B120
WT Wealth ManagementUnited States$0.336B138