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Disclosery

Freestone Capital Holdings, LLC: SPSB position timeline

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

Freestone Capital Holdings, LLC held 65,261 SPSB 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 65,261 shares
    Change vs previous 13F -27,152 shares

    0.05% of the 13F portfolio, value $1,958,483.

    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 92,413 shares
    Change vs previous 13F -38,183 shares

    0.08% of the 13F portfolio, value $2,778,859.

    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 130,596 shares
    Change vs previous 13F -3,651 shares

    0.12% of the 13F portfolio, value $3,943,999.

    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 134,247 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,066,342.

    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).