FREEDOM ENVIRONMENTAL SERVICES, INC. hedge fund holdings
FRDM$71.10+1.11 (+1.59%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
FRDM · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+58.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 73 | 28 | $234M | $37.9M | 157 | Aug 14, 2025 |
| Q3 2025 | 77 | 28 | $119M | $27.2M | 179 | Nov 14, 2025 |
| Q4 2025 | 101 | 28 | $220M | $47.2M | 222 | Feb 14, 2026 |
| Q1 2026 | 136 | 52 | $404M | $91.7M | 267 | May 15, 2026 |
| Q2 2026 | 143 | 69 | $321M | $175M | 306 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
306 filersNew position
52$56.6M+777K sh
Increased
91$264M+3.63M sh
Reduced
55-$132M-1.81M sh
Out / sold
14-$43.4M-596K sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group, LLC | New Buy | +$20.3M | $20.3M | 3.01% | Aug 13, 2026 |
| Mainstay Capital Management LLC | Reduce 14.26% | -$19M | $114M | 8.43% | Aug 12, 2026 |
| Permanens Capital L.P. | Added 2434.22% | +$15.4M | $16M | 1.65% | Aug 14, 2026 |
| Old Mission Capital LLC | Reduce 71.43% | -$15.1M | $6.05M | 0.10% | Aug 14, 2026 |
| Commonwealth Financial Services, LLC | Reduce 68.10% | -$14.6M | $6.83M | 0.92% | Jul 15, 2026 |
| Muhlenkamp & Co Inc | Sell 100% | -$12.9M | $0 | 0.00% | Aug 18, 2026 |
| GTS Securities LLC | Reduce 63.11% | -$11.9M | $6.93M | 0.15% | Aug 14, 2026 |
| Krilogy Financial LLC | Sell 100% | -$8.93M | $0 | 0.00% | Jul 27, 2026 |
| Members Advisory Group LLC | Added 293.22% | +$8.51M | $11.4M | 3.19% | Jul 15, 2026 |
| Thrivent Financial for Lutherans | Added 219.53% | +$7.92M | $11.5M | 0.02% | Aug 14, 2026 |
| Assetmark, Inc | Added 13860.78% | +$7.27M | $7.32M | 0.01% | Jul 30, 2026 |
| MML Investors Services, LLC | Added 52.75% | +$6.97M | $20.2M | 0.04% | Aug 7, 2026 |
| Retirement Planning Group, LLC | Added 3.71% | +$6.89M | $193M | 4.90% | Aug 5, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | Added 74.39% | +$6.48M | $15.2M | 0.04% | Aug 10, 2026 |
| Ferguson Shapiro LLC | New Buy | +$6.38M | $6.38M | 1.87% | Jul 9, 2026 |
| One Charles Private Wealth Services, LLC | New Buy | +$6.03M | $6.03M | 1.39% | Jul 15, 2026 |
| Sweeney & Michel, LLC | Added 117.42% | +$5.82M | $10.8M | 2.83% | Aug 11, 2026 |
| Brookstone Capital Management | Reduce 63.30% | -$5.39M | $3.13M | 0.03% | Jul 15, 2026 |
| Willis Johnson & Associates, Inc. | Reduce 8.37% | -$5.25M | $57.4M | 3.20% | Aug 13, 2026 |
| Insigneo Advisory Services, LLC | New Buy | +$5.21M | $5.21M | 0.20% | Aug 14, 2026 |
| Baird Financial Group, Inc. | Added 39.76% | +$4.32M | $15.2M | 0.02% | Aug 12, 2026 |
| Heck Capital Advisors, LLC | Reduce 9.62% | -$4.32M | $40.6M | 2.42% | Jul 10, 2026 |
| Investment Planning Advisors, Inc. | Reduce 12.52% | -$4.29M | $30M | 6.95% | Jul 23, 2026 |
| First Heartland Consultants, Inc. | Reduce 14.29% | -$4.08M | $24.4M | 1.58% | Jul 8, 2026 |
| Arvest Investments, Inc. | New Buy | +$4.06M | $4.06M | 0.49% | Jul 17, 2026 |
| Stokes Family Office, LLC | Reduce 37.74% | -$4.03M | $6.65M | 0.78% | Aug 11, 2026 |
| WCG Wealth Advisors LLC | Reduce 20.71% | -$3.76M | $14.4M | 0.34% | Aug 14, 2026 |
| Watchman Group, Inc. | Reduce 26.74% | -$3.34M | $9.14M | 2.04% | Jul 27, 2026 |
| Vise Technologies, Inc. | Added 222.41% | +$3.12M | $4.53M | 0.05% | Aug 11, 2026 |
| Highline Wealth Partners LLC | Added 101.16% | +$3.12M | $6.21M | 1.26% | Jul 15, 2026 |
| Redhawk Wealth Advisors, Inc. | Reduce 86.79% | -$3.02M | $460K | 0.05% | Jul 9, 2026 |
| Kathmere Capital Management, LLC | Reduce 8.26% | -$2.92M | $32.5M | 1.72% | Jul 29, 2026 |
| Yardley Wealth Management LLC | Reduce 11.93% | -$2.4M | $17.7M | 8.04% | Jul 16, 2026 |
| CLG LLC | Added 721.99% | +$2.22M | $2.53M | 0.55% | Jul 16, 2026 |
| Invst, LLC | Reduce 10.92% | -$2.2M | $18M | 1.75% | Aug 14, 2026 |
| Perissos Private Wealth Management, LLC | New Buy | +$2.19M | $2.19M | 1.48% | Aug 14, 2026 |
| Tailwinds Wealth, LLC | Added 308.46% | +$2.13M | $2.82M | 1.67% | Jul 13, 2026 |
| Ethos Financial Group, LLC | Reduce 41.38% | -$2.05M | $2.91M | 0.19% | Aug 7, 2026 |
| Signal Advisors Wealth, LLC | Added 16.54% | +$1.86M | $13.1M | 0.66% | Aug 4, 2026 |
| Kensington Asset Management, LLC | Added 310.50% | +$1.84M | $2.43M | 0.13% | Aug 12, 2026 |
| Stillwater Private Wealth, LLC | Added 134.32% | +$1.8M | $3.15M | 2.05% | Aug 13, 2026 |
| Prospera Financial Services Inc | Added 14.90% | +$1.6M | $12.4M | 0.18% | Jul 15, 2026 |
| Koshinski Asset Management, Inc. | Added 13.46% | +$1.57M | $13.3M | 0.71% | Jul 27, 2026 |
| Belpointe Asset Management LLC | Added 180.65% | +$1.51M | $2.35M | 0.08% | Jul 31, 2026 |
| Per Stirling Capital Management, LLC. | Added 52.84% | +$1.51M | $4.36M | 0.41% | Aug 14, 2026 |
| Plan Group Financial, LLC | New Buy | +$1.34M | $1.34M | 0.28% | Aug 3, 2026 |
| United Advisor Group, LLC | Added 18.88% | +$1.31M | $8.23M | 0.87% | Jul 29, 2026 |
| Silvercrest Asset Management Group LLC | Added 164.53% | +$1.18M | $1.91M | 0.01% | Aug 14, 2026 |
| Cooper Financial Group | Reduce 61.98% | -$1.18M | $723K | 0.06% | Jul 8, 2026 |
| Independent Advisor Alliance | Sell 100% | -$1.14M | $0 | 0.00% | Aug 12, 2026 |
| Angeles Wealth Management, LLC | Added 52.01% | +$1.11M | $3.26M | 0.15% | Jul 28, 2026 |
| Clarity Asset Management, Inc. | Added 54.29% | +$1.03M | $2.93M | 1.44% | Jul 16, 2026 |
| Geneos Wealth Management Inc. | Added 14.01% | +$1.01M | $8.21M | 0.17% | Aug 6, 2026 |
| Arq Wealth Advisors, LLC | Added 20.97% | +$995K | $5.74M | 0.71% | Jul 24, 2026 |
| Adamsbrown Wealth Consultants LLC | Added 5.91% | +$985K | $17.7M | 3.33% | Jul 9, 2026 |
| Intelligence Driven Advisers, LLC | Reduce 5.81% | -$975K | $15.8M | 2.56% | Aug 6, 2026 |
| Peak Planning Group, LLC | Added 14.45% | +$941K | $7.45M | 1.68% | Aug 12, 2026 |
| Advyzon Investment Management, LLC | New Buy | +$868K | $868K | 0.06% | Aug 14, 2026 |
| Modern Wealth Management, LLC | Added 50.38% | +$856K | $2.56M | 0.03% | Aug 14, 2026 |
| Independent Financial Group, LLC | Added 67.17% | +$843K | $2.1M | 0.04% | Jul 15, 2026 |
| Quantinno Capital Management LP | New Buy | +$791K | $791K | 0.00% | Aug 13, 2026 |
| Retirement Management Systems Inc. | Reduce 7.19% | -$788K | $10.2M | 2.08% | Jul 21, 2026 |
| Wright Wealth LLC | Reduce 8.56% | -$768K | $8.21M | 4.93% | Jul 29, 2026 |
| Mayport, LLC | Added 3.49% | +$754K | $22.4M | 3.47% | Aug 7, 2026 |
| Valmark Advisers, Inc. | Added 23.02% | +$672K | $3.59M | 0.04% | Aug 6, 2026 |
| Sigma Planning Corp | New Buy | +$635K | $635K | 0.02% | Aug 7, 2026 |
| Clear Creek Financial Management, LLC | Reduce 25.83% | -$626K | $1.8M | 0.12% | Jul 28, 2026 |
| Cabot Wealth Management Inc | Added 7.53% | +$625K | $8.93M | 0.91% | Jul 31, 2026 |
| Sugar Maple Asset Management, LLC | Added 130.38% | +$614K | $1.09M | 0.70% | Jul 28, 2026 |
| Lansing Street Advisors | Added 7.32% | +$581K | $8.51M | 1.80% | Jul 24, 2026 |
| Legacy Financial Advisors, Inc. | Added 2.01% | +$567K | $28.8M | 3.51% | Aug 5, 2026 |
| Vista Investment Partners II, LLC | Added 105.34% | +$561K | $1.09M | 0.43% | Jul 21, 2026 |
| Pearl Planning LLC | Reduce 4.09% | -$526K | $12.3M | 5.67% | Jul 21, 2026 |
| Longview Financial Advisors, Inc. | Added 4.04% | +$522K | $13.5M | 7.87% | Jul 6, 2026 |
| Coyle Financial Counsel LLC | Reduce 1.22% | -$521K | $42M | 7.67% | Aug 7, 2026 |
| Fiduciary Financial Advisors | New Buy | +$510K | $510K | 0.05% | Aug 14, 2026 |
| Islay Capital Management, LLC | Reduce 7.34% | -$493K | $6.23M | 2.88% | Aug 13, 2026 |
| KFG Wealth Management, LLC | Added 3.39% | +$466K | $14.2M | 1.60% | Jul 22, 2026 |
| Avid Wealth Partners LLC | Reduce 6.37% | -$461K | $6.77M | 3.28% | Aug 3, 2026 |
| Verde Capital Management | New Buy | +$454K | $454K | 0.08% | Aug 11, 2026 |
| Avaii Wealth Management, LLC | New Buy | +$449K | $449K | 0.13% | Aug 10, 2026 |
| Rossby Financial, LCC | Added 3.68% | +$441K | $12.4M | 2.27% | Aug 4, 2026 |
| Natixis Advisors, LLC | Added 43.83% | +$439K | $1.44M | 0.00% | Aug 14, 2026 |
| Thoroughbred Financial Services, LLC | New Buy | +$431K | $431K | 0.02% | Aug 11, 2026 |
| Valued Retirements, Inc. | New Buy | +$413K | $413K | 0.37% | Aug 13, 2026 |
| Wedbush Securities Inc | Added 50.71% | +$410K | $1.22M | 0.03% | Jul 28, 2026 |
| Harbour Wealth Management Group, Inc. | Added 5.44% | +$397K | $7.7M | 5.20% | Aug 7, 2026 |
| Signet Private Wealth LLC | New Buy | +$389K | $389K | 0.31% | Aug 7, 2026 |
| Womack Financial LLC | Reduce 4.95% | -$384K | $7.38M | 4.88% | Aug 14, 2026 |
| Beaumont Financial Advisors, LLC | Reduce 1.67% | -$382K | $22.4M | 1.43% | Aug 4, 2026 |
| Trademark Financial Management, LLC | Reduce 4.46% | -$371K | $7.95M | 3.26% | Jul 27, 2026 |
| Tanglewood Wealth Management, Inc. | Added 0.64% | +$371K | $58M | 4.93% | Jul 27, 2026 |
| Baker Boyer National Bank | New Buy | +$366K | $366K | 0.10% | Jul 27, 2026 |
| TCFG Investment Advisors, LLC | New Buy | +$362K | $362K | 0.12% | Jul 17, 2026 |
| SouthState Bank Corp | Added 18.01% | +$359K | $2.35M | 0.10% | Aug 6, 2026 |
| Capital Square, LLC | Added 72.66% | +$356K | $845K | 0.37% | Aug 13, 2026 |
| Commerce Bank | New Buy | +$355K | $355K | 0.00% | Aug 12, 2026 |
| Composition Wealth, LLC | New Buy | +$352K | $352K | 0.00% | Jul 22, 2026 |
| Piedmont Capital Management, LLC | New Buy | +$345K | $345K | 0.21% | Aug 13, 2026 |
| Philadelphia Investment Partners, LLC | Reduce 4.26% | -$344K | $7.73M | 4.82% | Aug 14, 2026 |