Skip to content
Disclosery

Freestone Capital Holdings, LLC: AXP position timeline

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

Freestone Capital Holdings, LLC held 23,353 AXP 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 23,353 shares
    Change vs previous 13F -144 shares

    0.21% of the 13F portfolio, value $7,899,410.

    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 23,497 shares
    Change vs previous 13F -25 shares

    0.22% of the 13F portfolio, value $7,107,266.

    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 23,522 shares
    Change vs previous 13F +61 shares

    0.26% of the 13F portfolio, value $8,701,802.

    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 23,461 shares
    Change vs previous 13F +336 shares

    0.24% of the 13F portfolio, value $7,792,869.

    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 23,125 shares
    Change vs previous 13F -156 shares

    0.25% of the 13F portfolio, value $7,376,454.

    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 23,281 shares
    Change vs previous 13F +24 shares

    0.23% of the 13F portfolio, value $6,263,774.

    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 23,257 shares
    Change vs previous 13F -9 shares

    0.24% of the 13F portfolio, value $6,902,457.

    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 23,266 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,309,743.

    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).