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Disclosery

Freestone Capital Holdings, LLC: SHW position timeline

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

Freestone Capital Holdings, LLC held 10,485 SHW 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 10,485 shares
    Change vs previous 13F +288 shares

    0.09% of the 13F portfolio, value $3,610,338.

    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 10,197 shares
    Change vs previous 13F -117 shares

    0.1% of the 13F portfolio, value $3,268,535.

    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 10,314 shares
    Change vs previous 13F -2,044 shares

    0.1% of the 13F portfolio, value $3,341,889.

    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 12,358 shares
    Change vs previous 13F +436 shares

    0.13% of the 13F portfolio, value $4,279,227.

    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 11,922 shares
    Change vs previous 13F -99 shares

    0.14% of the 13F portfolio, value $4,093,641.

    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 12,021 shares
    Change vs previous 13F +12 shares

    0.16% of the 13F portfolio, value $4,197,675.

    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 12,009 shares
    Change vs previous 13F -3 shares

    0.14% of the 13F portfolio, value $4,082,314.

    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 12,012 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,584,666.

    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).