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Disclosery

Freestone Capital Holdings, LLC: ITOT position timeline

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

Freestone Capital Holdings, LLC held 78,387 ITOT 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 78,387 shares
    Change vs previous 13F -35 shares

    0.34% of the 13F portfolio, value $12,876,747.

    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 78,422 shares
    Change vs previous 13F -1,597 shares

    0.34% of the 13F portfolio, value $11,169,635.

    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 80,019 shares
    Change vs previous 13F -6,414 shares

    0.35% of the 13F portfolio, value $11,898,033.

    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 86,433 shares
    Change vs previous 13F +1,942 shares

    0.39% of the 13F portfolio, value $12,588,983.

    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 84,491 shares
    Change vs previous 13F -6,033 shares

    0.39% of the 13F portfolio, value $11,409,619.

    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 90,524 shares
    Change vs previous 13F -1,779 shares

    0.41% of the 13F portfolio, value $11,044,792.

    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 92,303 shares
    Change vs previous 13F -759 shares

    0.41% of the 13F portfolio, value $11,872,029.

    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 93,062 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $11,690,532.

    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).