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Disclosery

Freestone Capital Holdings, LLC: IBDX position timeline

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

Freestone Capital Holdings, LLC held 24,709 IBDX 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 24,709 shares
    Change vs previous 13F -12,536 shares

    0.02% of the 13F portfolio, value $622,420.

    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 37,245 shares
    Change vs previous 13F -15,282 shares

    0.03% of the 13F portfolio, value $941,181.

    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 52,527 shares
    Change vs previous 13F +8,422 shares

    0.04% of the 13F portfolio, value $1,341,014.

    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 44,105 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,129,970.

    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).