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Freestone Capital Holdings, LLC: MOAT position timeline

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

Freestone Capital Holdings, LLC held 2,075 MOAT 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 2,075 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $215,813.

    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 2,076 shares
    Change vs previous 13F -1,038 shares

    0.01% of the 13F portfolio, value $200,742.

    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 3,114 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $322,478.

    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 3,107 shares
    Change vs previous 13F +669 shares

    0.01% of the 13F portfolio, value $307,930.

    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 2,438 shares
    Change vs previous 13F -640 shares

    0.01% of the 13F portfolio, value $228,655.

    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 3,078 shares
    Change vs previous 13F -145 shares

    0.01% of the 13F portfolio, value $270,859.

    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 3,223 shares
    Change vs previous 13F +47 shares

    0.01% of the 13F portfolio, value $298,941.

    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 3,176 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $307,919.

    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).