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Disclosery

Freestone Capital Holdings, LLC: CI position timeline

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

Freestone Capital Holdings, LLC held 36,784 CI 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 36,784 shares
    Change vs previous 13F +210 shares

    0.26% of the 13F portfolio, value $10,140,683.

    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 36,574 shares
    Change vs previous 13F +2,278 shares

    0.3% of the 13F portfolio, value $9,756,098.

    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 34,296 shares
    Change vs previous 13F +757 shares

    0.28% of the 13F portfolio, value $9,439,398.

    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 33,539 shares
    Change vs previous 13F +58 shares

    0.3% of the 13F portfolio, value $9,667,622.

    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 33,481 shares
    Change vs previous 13F -154 shares

    0.38% of the 13F portfolio, value $11,068,042.

    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 33,635 shares
    Change vs previous 13F +1,340 shares

    0.41% of the 13F portfolio, value $11,066,034.

    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 32,295 shares
    Change vs previous 13F -73 shares

    0.31% of the 13F portfolio, value $8,918,075.

    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 32,368 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $11,213,576.

    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).