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Disclosery

Freestone Capital Holdings, LLC: AGG position timeline

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

Freestone Capital Holdings, LLC held 1,075,916 AGG 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 1,075,916 shares
    Change vs previous 13F +127,477 shares

    2.77% of the 13F portfolio, value $106,494,232.

    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 948,439 shares
    Change vs previous 13F +106,050 shares

    2.87% of the 13F portfolio, value $94,151,533.

    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 842,389 shares
    Change vs previous 13F +71,690 shares

    2.49% of the 13F portfolio, value $84,137,820.

    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 770,699 shares
    Change vs previous 13F +78,039 shares

    2.37% of the 13F portfolio, value $77,262,537.

    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).

  5. period ended2025-06-30
    13F 692,660 shares
    Change vs previous 13F +25,679 shares

    2.34% of the 13F portfolio, value $68,711,864.

    13F-HR 0001172661-25-002886 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).

  6. period ended2025-03-31
    13F 666,981 shares
    Change vs previous 13F +30,890 shares

    2.47% of the 13F portfolio, value $65,977,797.

    13F-HR 0001172661-25-001788 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).

  7. period ended2024-12-31
    13F 636,091 shares
    Change vs previous 13F +444 shares

    2.13% of the 13F portfolio, value $61,637,300.

    13F-HR 0001172661-25-000557 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).

  8. period ended2024-09-30
    13F 635,647 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $64,372,031.

    13F-HR 0001172661-24-004850 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).