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Disclosery

Freestone Capital Holdings, LLC: FISV position timeline

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

Freestone Capital Holdings, LLC held 38,738 FISV 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 38,738 shares
    Change vs previous 13F +4,331 shares

    0.05% of the 13F portfolio, value $1,900,130.

    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 34,407 shares
    Change vs previous 13F -18,379 shares

    0.06% of the 13F portfolio, value $1,919,911.

    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 52,786 shares
    Change vs previous 13F +43,885 shares

    0.11% of the 13F portfolio, value $3,545,636.

    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 8,901 shares
    Change vs previous 13F -26 shares

    0.04% of the 13F portfolio, value $1,147,606.

    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 8,927 shares
    Change vs previous 13F +287 shares

    0.05% of the 13F portfolio, value $1,539,104.

    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 8,640 shares
    Change vs previous 13F +30 shares

    0.07% of the 13F portfolio, value $1,907,971.

    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 8,610 shares
    Change vs previous 13F -103 shares

    0.06% of the 13F portfolio, value $1,768,666.

    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 8,713 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,565,290.

    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).