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Disclosery

Freestone Capital Holdings, LLC: MUB position timeline

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

Freestone Capital Holdings, LLC held 223,509 MUB 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 223,509 shares
    Change vs previous 13F +15,759 shares

    0.63% of the 13F portfolio, value $24,054,146.

    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 207,750 shares
    Change vs previous 13F +41,238 shares

    0.67% of the 13F portfolio, value $22,052,643.

    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 166,512 shares
    Change vs previous 13F +34,795 shares

    0.53% of the 13F portfolio, value $17,835,089.

    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 131,717 shares
    Change vs previous 13F +3,836 shares

    0.43% of the 13F portfolio, value $14,026,584.

    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 127,881 shares
    Change vs previous 13F +1,339 shares

    0.45% of the 13F portfolio, value $13,360,990.

    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 126,542 shares
    Change vs previous 13F +5,078 shares

    0.5% of the 13F portfolio, value $13,342,618.

    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 121,464 shares
    Change vs previous 13F +6,532 shares

    0.45% of the 13F portfolio, value $12,942,012.

    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 114,932 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $12,485,115.

    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).