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Disclosery

Freestone Capital Holdings, LLC: SPIB position timeline

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

Freestone Capital Holdings, LLC held 121,678 SPIB 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 121,678 shares
    Change vs previous 13F -28,123 shares

    0.11% of the 13F portfolio, value $4,071,346.

    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 149,801 shares
    Change vs previous 13F -57,475 shares

    0.15% of the 13F portfolio, value $5,024,326.

    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 207,276 shares
    Change vs previous 13F -6,532 shares

    0.21% of the 13F portfolio, value $7,008,002.

    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 213,808 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,245,953.

    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).