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Disclosery

Freestone Capital Holdings, LLC: SPY position timeline

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

Freestone Capital Holdings, LLC held 155,271 SPY 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 155,271 shares
    Change vs previous 13F +12,699 shares

    3.02% of the 13F portfolio, value $115,951,743.

    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 142,572 shares
    Change vs previous 13F +1,817 shares

    2.82% of the 13F portfolio, value $92,720,290.

    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 140,755 shares
    Change vs previous 13F -822 shares

    2.84% of the 13F portfolio, value $95,983,894.

    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 141,577 shares
    Change vs previous 13F -2,254 shares

    2.89% of the 13F portfolio, value $94,315,582.

    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 143,831 shares
    Change vs previous 13F -6,940 shares

    3.02% of the 13F portfolio, value $88,866,288.

    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 150,771 shares
    Change vs previous 13F -6,021 shares

    3.16% of the 13F portfolio, value $84,339,896.

    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 156,792 shares
    Change vs previous 13F -1,223 shares

    3.18% of the 13F portfolio, value $91,893,066.

    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 158,015 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $90,662,906.

    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).