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Disclosery

Freestone Capital Holdings, LLC: FNDX position timeline

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

Freestone Capital Holdings, LLC held 36,821 FNDX 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 36,821 shares
    Change vs previous 13F +2,885 shares

    0.03% of the 13F portfolio, value $1,145,133.

    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 33,936 shares
    Change vs previous 13F -2,885 shares

    0.03% of the 13F portfolio, value $945,118.

    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 36,821 shares
    Change vs previous 13F +2,016 shares

    0.03% of the 13F portfolio, value $1,001,899.

    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 34,805 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $915,372.

    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 34,805 shares
    Change vs previous 13F +1,422 shares

    0.03% of the 13F portfolio, value $854,115.

    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 33,383 shares
    Change vs previous 13F -660 shares

    0.03% of the 13F portfolio, value $788,173.

    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 34,043 shares
    Change vs previous 13F +25,398 shares

    0.03% of the 13F portfolio, value $806,138.

    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 8,645 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $620,365.

    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).