Back to FRHC
Investment Planning Advisors, Inc. → FRHC
Investment Planning Advisors, Inc. FRHC Position History
Freedom Holdings Corp. • Financial Services
Quarters held
5
Latest value
$22.2M
Q3 2026
Peak value
$30M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $22.3M |
| Q4 2025 | $28.7M |
| Q1 2026 | $25.7M |
| Q2 2026 | $30M |
| Q3 2026 | $22.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22.2M | 317.8K | — | — |
| Q2 2026 | $30M | 411.4K | — | — |
| Q1 2026 | $25.7M | 470.3K | — | — |
| Q4 2025 | $28.7M | 559.0K | — | — |
| Q3 2025 | $22.3M | 504.0K | — | — |