Freestone Capital Holdings, LLC: IWO position timeline

Freestone Capital Holdings, LLC held 2,491 IWO 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 2,491 shares

   Change vs previous 13F -193 shares

   0.03% of the 13F portfolio, value $981,354.

   13F-HR 0001172661-26-002975 filed by Freestone Capital Holdings, LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 2,684 shares

   Change vs previous 13F -261 shares

   0.03% of the 13F portfolio, value $842,266.

   13F-HR 0001172661-26-001772 filed by Freestone Capital Holdings, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 2,945 shares

   Change vs previous 13F -314 shares

   0.03% of the 13F portfolio, value $951,264.

   13F-HR 0001172661-26-000297 filed by Freestone Capital Holdings, LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,259 shares

   Change vs previous 13F -83 shares

   0.03% of the 13F portfolio, value $1,043,010.

   13F-HR 0001172661-25-004725 filed by Freestone Capital Holdings, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,342 shares

   Change vs previous 13F -6 shares

   0.03% of the 13F portfolio, value $955,344.

   13F-HR 0001172661-25-002886 filed by Freestone Capital Holdings, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 3,348 shares

   Change vs previous 13F -562 shares

   0.03% of the 13F portfolio, value $855,514.

   13F-HR 0001172661-25-001788 filed by Freestone Capital Holdings, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 3,910 shares

   Change vs previous 13F +74 shares

   0.04% of the 13F portfolio, value $1,125,376.

   13F-HR 0001172661-25-000557 filed by Freestone Capital Holdings, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 3,836 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $1,089,424.

   13F-HR 0001172661-24-004850 filed by Freestone Capital Holdings, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).