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Disclosery

Freestone Capital Holdings, LLC: MSFT position timeline

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

Freestone Capital Holdings, LLC held 474,051 MSFT 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 474,051 shares
    Change vs previous 13F +24,313 shares

    4.6% of the 13F portfolio, value $176,830,853.

    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 449,738 shares
    Change vs previous 13F -412 shares

    5.07% of the 13F portfolio, value $166,479,463.

    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 450,150 shares
    Change vs previous 13F +24,124 shares

    6.45% of the 13F portfolio, value $217,701,378.

    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 426,026 shares
    Change vs previous 13F +11,049 shares

    6.77% of the 13F portfolio, value $220,660,219.

    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 414,977 shares
    Change vs previous 13F -5,800 shares

    7.02% of the 13F portfolio, value $206,413,763.

    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 420,777 shares
    Change vs previous 13F -1,454 shares

    5.91% of the 13F portfolio, value $157,955,302.

    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 422,231 shares
    Change vs previous 13F -18,405 shares

    6.16% of the 13F portfolio, value $177,970,631.

    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 440,636 shares
    Change vs previous 13F not available

    6.55% of the 13F portfolio, value $189,606,047.

    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).