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Disclosery

Freestone Capital Holdings, LLC: IWP position timeline

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

Freestone Capital Holdings, LLC held 39,524 IWP 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 39,524 shares
    Change vs previous 13F -2,868 shares

    0.15% of the 13F portfolio, value $5,786,709.

    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 42,392 shares
    Change vs previous 13F -3,929 shares

    0.17% of the 13F portfolio, value $5,431,263.

    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 46,321 shares
    Change vs previous 13F -6,541 shares

    0.19% of the 13F portfolio, value $6,343,198.

    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 52,862 shares
    Change vs previous 13F -2,229 shares

    0.23% of the 13F portfolio, value $7,528,077.

    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 55,091 shares
    Change vs previous 13F -600 shares

    0.26% of the 13F portfolio, value $7,640,020.

    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 55,691 shares
    Change vs previous 13F -10,335 shares

    0.25% of the 13F portfolio, value $6,543,136.

    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 66,026 shares
    Change vs previous 13F +1,003 shares

    0.29% of the 13F portfolio, value $8,368,796.

    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 65,023 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,626,548.

    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).