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Pearl Planning LLC → FRHC

Pearl Planning LLC FRHC Position History

Freedom Holdings Corp. • Financial Services

Quarters held
4
Latest value
$11.7M
Q3 2026
Peak value
$12.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9.4M
Q1 2026$9.6M
Q2 2026$12.3M
Q3 2026$11.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.7M166.8K——
Q2 2026$12.3M169.0K——
Q1 2026$9.6M176.3K——
Q4 2025$9.4M183.4K——

Other funds holding FRHC

Other Pearl Planning LLC positions

VGES

VANGUARD INDEX FDS

$34.7M
VGES

VANGUARD INDEX FDS

$31.2M
VGES

VANGUARD INDEX FDS

$25.6M
VGES

VANGUARD INDEX FDS

$25.5M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$18.8M
FIS

FIDELITY MERRIMACK STR TR

$18M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$18M
FIS

FIDELITY MERRIMACK STR TR

$17.5M