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Disclosery

Freestone Capital Holdings, LLC: IWM position timeline

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

Freestone Capital Holdings, LLC held 19,947 IWM 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 19,947 shares
    Change vs previous 13F +3,388 shares

    0.16% of the 13F portfolio, value $5,993,162.

    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 16,559 shares
    Change vs previous 13F -572 shares

    0.13% of the 13F portfolio, value $4,106,578.

    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 17,131 shares
    Change vs previous 13F +63 shares

    0.12% of the 13F portfolio, value $4,217,068.

    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 17,068 shares
    Change vs previous 13F +856 shares

    0.13% of the 13F portfolio, value $4,129,715.

    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 16,212 shares
    Change vs previous 13F -1,296 shares

    0.12% of the 13F portfolio, value $3,498,430.

    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 17,508 shares
    Change vs previous 13F +1,177 shares

    0.13% of the 13F portfolio, value $3,492,753.

    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 16,331 shares
    Change vs previous 13F -97 shares

    0.12% of the 13F portfolio, value $3,608,707.

    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 16,428 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,628,812.

    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).