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Disclosery

Freestone Capital Holdings, LLC: PM position timeline

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

Freestone Capital Holdings, LLC held 55,535 PM 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 55,535 shares
    Change vs previous 13F +394 shares

    0.26% of the 13F portfolio, value $10,046,980.

    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 55,141 shares
    Change vs previous 13F +2,559 shares

    0.28% of the 13F portfolio, value $9,116,967.

    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 52,582 shares
    Change vs previous 13F +5,900 shares

    0.25% of the 13F portfolio, value $8,434,178.

    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 46,682 shares
    Change vs previous 13F +4,200 shares

    0.23% of the 13F portfolio, value $7,571,746.

    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 42,482 shares
    Change vs previous 13F -2,367 shares

    0.26% of the 13F portfolio, value $7,737,205.

    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 44,849 shares
    Change vs previous 13F +1,516 shares

    0.27% of the 13F portfolio, value $7,118,841.

    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 43,333 shares
    Change vs previous 13F +438 shares

    0.18% of the 13F portfolio, value $5,215,133.

    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 42,895 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,207,502.

    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).