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Disclosery

Freestone Capital Holdings, LLC: SHM position timeline

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

Freestone Capital Holdings, LLC held 21,019 SHM 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 21,019 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,008,176.

    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 21,019 shares
    Change vs previous 13F -3,177 shares

    0.03% of the 13F portfolio, value $1,005,339.

    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 24,196 shares
    Change vs previous 13F -3,017 shares

    0.03% of the 13F portfolio, value $1,161,166.

    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 27,213 shares
    Change vs previous 13F -2,594 shares

    0.04% of the 13F portfolio, value $1,312,211.

    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 29,807 shares
    Change vs previous 13F -2,579 shares

    0.05% of the 13F portfolio, value $1,425,669.

    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 32,386 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,541,574.

    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 32,386 shares
    Change vs previous 13F +12,196 shares

    0.05% of the 13F portfolio, value $1,534,773.

    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 20,190 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $971,947.

    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).