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Disclosery

Freestone Capital Holdings, LLC: MO position timeline

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

Freestone Capital Holdings, LLC held 81,530 MO 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 81,530 shares
    Change vs previous 13F +1,941 shares

    0.15% of the 13F portfolio, value $5,866,130.

    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 79,589 shares
    Change vs previous 13F +7,469 shares

    0.16% of the 13F portfolio, value $5,252,068.

    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 72,120 shares
    Change vs previous 13F +3,112 shares

    0.12% of the 13F portfolio, value $4,158,433.

    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 69,008 shares
    Change vs previous 13F +963 shares

    0.14% of the 13F portfolio, value $4,558,677.

    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 68,045 shares
    Change vs previous 13F -5,647 shares

    0.14% of the 13F portfolio, value $3,989,485.

    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 73,692 shares
    Change vs previous 13F +263 shares

    0.17% of the 13F portfolio, value $4,422,978.

    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 73,429 shares
    Change vs previous 13F +572 shares

    0.13% of the 13F portfolio, value $3,839,608.

    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 72,857 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,718,654.

    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).