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Disclosery

Freestone Capital Holdings, LLC: IUSG position timeline

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

Freestone Capital Holdings, LLC held 1,183 IUSG 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 1,183 shares
    Change vs previous 13F -960 shares

    0.01% of the 13F portfolio, value $222,510.

    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 2,143 shares
    Change vs previous 13F +929 shares

    0.01% of the 13F portfolio, value $332,401.

    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 1,214 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $203,879.

    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).