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Disclosery

Freestone Capital Holdings, LLC: IYW position timeline

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

Freestone Capital Holdings, LLC held 8,379 IYW 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 8,379 shares
    Change vs previous 13F +119 shares

    0.06% of the 13F portfolio, value $2,113,679.

    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 8,260 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $1,498,496.

    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 8,258 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $1,649,017.

    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 8,257 shares
    Change vs previous 13F -3,222 shares

    0.05% of the 13F portfolio, value $1,617,250.

    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 11,479 shares
    Change vs previous 13F +4 shares

    0.07% of the 13F portfolio, value $1,989,011.

    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 11,475 shares
    Change vs previous 13F +1,005 shares

    0.06% of the 13F portfolio, value $1,611,618.

    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 10,470 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $1,670,286.

    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 10,467 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,587,110.

    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).