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Disclosery

Freestone Capital Holdings, LLC: IBDW position timeline

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

Freestone Capital Holdings, LLC held 29,714 IBDW 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 29,714 shares
    Change vs previous 13F -15,085 shares

    0.02% of the 13F portfolio, value $619,240.

    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 44,799 shares
    Change vs previous 13F -18,386 shares

    0.03% of the 13F portfolio, value $937,643.

    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 63,185 shares
    Change vs previous 13F +10,138 shares

    0.04% of the 13F portfolio, value $1,336,363.

    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 53,047 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,125,657.

    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).