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Disclosery

Freestone Capital Holdings, LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Freestone Capital Holdings, LLC on AEP, newest first. How the timeline and the estimate are built.

Freestone Capital Holdings, LLC held 7,398 AEP shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,398 shares
    Change vs previous 13F +4,435 shares

    0.03% of the 13F portfolio, value $1,012,120.

    13F-HR 0001172661-26-002975 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,963 shares
    Change vs previous 13F +897 shares

    0.01% of the 13F portfolio, value $388,390.

    13F-HR 0001172661-26-001772 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,066 shares
    Change vs previous 13F -545 shares

    0.01% of the 13F portfolio, value $238,231.

    13F-HR 0001172661-26-000297 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,611 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $293,738.

    13F-HR 0001172661-25-004725 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).