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Disclosery

Freestone Capital Holdings, LLC: IVV position timeline

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

Freestone Capital Holdings, LLC held 717,828 IVV 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 717,828 shares
    Change vs previous 13F +28,453 shares

    13.99% of the 13F portfolio, value $537,574,636.

    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 689,375 shares
    Change vs previous 13F +19,349 shares

    13.71% of the 13F portfolio, value $450,306,715.

    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 670,026 shares
    Change vs previous 13F +8,718 shares

    13.6% of the 13F portfolio, value $458,927,294.

    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 661,308 shares
    Change vs previous 13F +9,046 shares

    13.57% of the 13F portfolio, value $442,613,227.

    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 652,262 shares
    Change vs previous 13F +17,885 shares

    13.77% of the 13F portfolio, value $404,989,611.

    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 634,377 shares
    Change vs previous 13F +30,362 shares

    13.35% of the 13F portfolio, value $356,456,688.

    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 604,015 shares
    Change vs previous 13F +13,431 shares

    12.3% of the 13F portfolio, value $355,571,792.

    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 590,584 shares
    Change vs previous 13F not available

    11.78% of the 13F portfolio, value $340,660,665.

    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).