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Disclosery

Freestone Capital Holdings, LLC: QUAL position timeline

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

Freestone Capital Holdings, LLC held 13,785 QUAL 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 13,785 shares
    Change vs previous 13F +150 shares

    0.08% of the 13F portfolio, value $3,025,031.

    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 13,635 shares
    Change vs previous 13F -246 shares

    0.08% of the 13F portfolio, value $2,615,305.

    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 13,881 shares
    Change vs previous 13F +150 shares

    0.08% of the 13F portfolio, value $2,756,985.

    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 13,731 shares
    Change vs previous 13F -49 shares

    0.08% of the 13F portfolio, value $2,670,691.

    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 13,780 shares
    Change vs previous 13F -171 shares

    0.09% of the 13F portfolio, value $2,519,215.

    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 13,951 shares
    Change vs previous 13F -409 shares

    0.09% of the 13F portfolio, value $2,384,015.

    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 14,360 shares
    Change vs previous 13F -606 shares

    0.09% of the 13F portfolio, value $2,557,295.

    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 14,966 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,683,538.

    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).