Skip to content
Disclosery

Freestone Capital Holdings, LLC: IWB position timeline

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

Freestone Capital Holdings, LLC held 11,571 IWB 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 11,571 shares
    Change vs previous 13F +151 shares

    0.12% of the 13F portfolio, value $4,738,589.

    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 11,420 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $4,071,789.

    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 11,420 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $4,264,553.

    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 11,420 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $4,173,652.

    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 11,420 shares
    Change vs previous 13F -644 shares

    0.13% of the 13F portfolio, value $3,877,769.

    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 12,064 shares
    Change vs previous 13F +639 shares

    0.14% of the 13F portfolio, value $3,700,403.

    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 11,425 shares
    Change vs previous 13F +26 shares

    0.13% of the 13F portfolio, value $3,680,886.

    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 11,399 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,583,935.

    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).