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Disclosery

Freestone Capital Holdings, LLC: TRV position timeline

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

Freestone Capital Holdings, LLC held 24,329 TRV 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 24,329 shares
    Change vs previous 13F +207 shares

    0.21% of the 13F portfolio, value $8,031,515.

    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 24,122 shares
    Change vs previous 13F +477 shares

    0.21% of the 13F portfolio, value $7,035,911.

    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 23,645 shares
    Change vs previous 13F +351 shares

    0.2% of the 13F portfolio, value $6,858,385.

    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 23,294 shares
    Change vs previous 13F +335 shares

    0.2% of the 13F portfolio, value $6,504,283.

    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 22,959 shares
    Change vs previous 13F -1,487 shares

    0.21% of the 13F portfolio, value $6,142,513.

    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 24,446 shares
    Change vs previous 13F +357 shares

    0.24% of the 13F portfolio, value $6,464,985.

    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 24,089 shares
    Change vs previous 13F +165 shares

    0.2% of the 13F portfolio, value $5,802,856.

    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 23,924 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,601,278.

    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).