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Disclosery

Freestone Capital Holdings, LLC: PFG position timeline

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

Freestone Capital Holdings, LLC held 34,852 PFG 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 34,852 shares
    Change vs previous 13F +22 shares

    0.1% of the 13F portfolio, value $3,756,352.

    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 34,830 shares
    Change vs previous 13F -1,451 shares

    0.1% of the 13F portfolio, value $3,138,572.

    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 36,281 shares
    Change vs previous 13F +1,405 shares

    0.09% of the 13F portfolio, value $3,200,321.

    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 34,876 shares
    Change vs previous 13F +618 shares

    0.09% of the 13F portfolio, value $2,891,597.

    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 34,258 shares
    Change vs previous 13F -1,632 shares

    0.09% of the 13F portfolio, value $2,721,106.

    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 35,890 shares
    Change vs previous 13F +534 shares

    0.11% of the 13F portfolio, value $3,027,999.

    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 35,356 shares
    Change vs previous 13F +332 shares

    0.09% of the 13F portfolio, value $2,736,929.

    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 35,024 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,008,591.

    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).