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Disclosery

Freestone Capital Holdings, LLC: IWF position timeline

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

Freestone Capital Holdings, LLC held 158,514 IWF 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 158,514 shares
    Change vs previous 13F +116,320 shares

    0.51% of the 13F portfolio, value $19,682,683.

    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 42,194 shares
    Change vs previous 13F -2,350 shares

    0.55% of the 13F portfolio, value $17,991,522.

    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 44,544 shares
    Change vs previous 13F -3,907 shares

    0.62% of the 13F portfolio, value $21,082,675.

    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 48,451 shares
    Change vs previous 13F -1,887 shares

    0.7% of the 13F portfolio, value $22,694,933.

    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 50,338 shares
    Change vs previous 13F -473 shares

    0.73% of the 13F portfolio, value $21,372,508.

    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 50,811 shares
    Change vs previous 13F -6,239 shares

    0.69% of the 13F portfolio, value $18,347,344.

    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 57,050 shares
    Change vs previous 13F +659 shares

    0.79% of the 13F portfolio, value $22,910,139.

    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 56,391 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $21,168,054.

    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).