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Disclosery

Freestone Capital Holdings, LLC: PEP position timeline

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

Freestone Capital Holdings, LLC held 10,576 PEP 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 10,576 shares
    Change vs previous 13F +1,339 shares

    0.04% of the 13F portfolio, value $1,432,075.

    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 9,237 shares
    Change vs previous 13F -409 shares

    0.04% of the 13F portfolio, value $1,434,444.

    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 9,646 shares
    Change vs previous 13F -835 shares

    0.04% of the 13F portfolio, value $1,384,419.

    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 10,481 shares
    Change vs previous 13F -19,120 shares

    0.05% of the 13F portfolio, value $1,471,912.

    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 29,601 shares
    Change vs previous 13F +3,833 shares

    0.13% of the 13F portfolio, value $3,908,461.

    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 25,768 shares
    Change vs previous 13F -1,380 shares

    0.14% of the 13F portfolio, value $3,863,614.

    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 27,148 shares
    Change vs previous 13F -4,038 shares

    0.14% of the 13F portfolio, value $4,128,265.

    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 31,186 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,303,190.

    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).