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Disclosery

Freestone Capital Holdings, LLC: IYZ position timeline

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

Freestone Capital Holdings, LLC held 5,966 IYZ 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 5,966 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $252,421.

    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 5,966 shares
    Change vs previous 13F -224 shares

    0.01% of the 13F portfolio, value $234,583.

    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 6,190 shares
    Change vs previous 13F -9,272 shares

    0.01% of the 13F portfolio, value $209,841.

    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 15,462 shares
    Change vs previous 13F -1,728 shares

    0.02% of the 13F portfolio, value $498,804.

    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 17,190 shares
    Change vs previous 13F +9,017 shares

    0.02% of the 13F portfolio, value $511,918.

    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 8,173 shares
    Change vs previous 13F -566 shares

    0.01% of the 13F portfolio, value $223,858.

    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 8,739 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $234,467.

    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).