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Disclosery

Freestone Capital Holdings, LLC: SDY position timeline

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

Freestone Capital Holdings, LLC held 30,505 SDY 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 30,505 shares
    Change vs previous 13F +5,447 shares

    0.12% of the 13F portfolio, value $4,642,318.

    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 25,058 shares
    Change vs previous 13F +147 shares

    0.11% of the 13F portfolio, value $3,656,938.

    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 24,911 shares
    Change vs previous 13F -1 shares

    0.1% of the 13F portfolio, value $3,466,586.

    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 24,912 shares
    Change vs previous 13F +69 shares

    0.11% of the 13F portfolio, value $3,488,934.

    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 24,843 shares
    Change vs previous 13F -899 shares

    0.11% of the 13F portfolio, value $3,371,906.

    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 25,742 shares
    Change vs previous 13F +1,534 shares

    0.13% of the 13F portfolio, value $3,492,695.

    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 24,208 shares
    Change vs previous 13F -2,726 shares

    0.11% of the 13F portfolio, value $3,197,950.

    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 26,934 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,825,709.

    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).