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Disclosery

Freestone Capital Holdings, LLC: SUB position timeline

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

Freestone Capital Holdings, LLC held 265,422 SUB 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 265,422 shares
    Change vs previous 13F +31,518 shares

    0.74% of the 13F portfolio, value $28,259,504.

    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 233,904 shares
    Change vs previous 13F +33,344 shares

    0.76% of the 13F portfolio, value $24,910,723.

    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 200,560 shares
    Change vs previous 13F +40,062 shares

    0.63% of the 13F portfolio, value $21,399,794.

    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 160,498 shares
    Change vs previous 13F +4,055 shares

    0.53% of the 13F portfolio, value $17,138,029.

    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 156,443 shares
    Change vs previous 13F +321 shares

    0.57% of the 13F portfolio, value $16,636,184.

    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 156,122 shares
    Change vs previous 13F +6,256 shares

    0.62% of the 13F portfolio, value $16,486,500.

    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 149,866 shares
    Change vs previous 13F +12,501 shares

    0.55% of the 13F portfolio, value $15,807,924.

    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 137,365 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $14,586,791.

    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).