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Disclosery

Freestone Capital Holdings, LLC: AVGO position timeline

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

Freestone Capital Holdings, LLC held 135,182 AVGO 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 135,182 shares
    Change vs previous 13F +4,007 shares

    1.33% of the 13F portfolio, value $51,065,323.

    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 131,175 shares
    Change vs previous 13F +775 shares

    1.24% of the 13F portfolio, value $40,599,914.

    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 130,400 shares
    Change vs previous 13F -3,822 shares

    1.34% of the 13F portfolio, value $45,131,397.

    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 134,222 shares
    Change vs previous 13F +2,186 shares

    1.36% of the 13F portfolio, value $44,281,096.

    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 132,036 shares
    Change vs previous 13F -15,233 shares

    1.24% of the 13F portfolio, value $36,395,657.

    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 147,269 shares
    Change vs previous 13F +5,317 shares

    0.92% of the 13F portfolio, value $24,657,168.

    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 141,952 shares
    Change vs previous 13F -1,612 shares

    1.14% of the 13F portfolio, value $32,910,282.

    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 143,564 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $24,764,954.

    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).