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Disclosery

Freestone Capital Holdings, LLC: UNH position timeline

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

Freestone Capital Holdings, LLC held 27,511 UNH 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 27,511 shares
    Change vs previous 13F +1,092 shares

    0.3% of the 13F portfolio, value $11,434,481.

    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 26,419 shares
    Change vs previous 13F +402 shares

    0.22% of the 13F portfolio, value $7,148,738.

    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 26,017 shares
    Change vs previous 13F -421 shares

    0.25% of the 13F portfolio, value $8,588,342.

    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 26,438 shares
    Change vs previous 13F -6,602 shares

    0.28% of the 13F portfolio, value $9,128,934.

    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 33,040 shares
    Change vs previous 13F +9,332 shares

    0.35% of the 13F portfolio, value $10,307,564.

    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 23,708 shares
    Change vs previous 13F -11,391 shares

    0.46% of the 13F portfolio, value $12,416,979.

    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 35,099 shares
    Change vs previous 13F +205 shares

    0.61% of the 13F portfolio, value $17,755,675.

    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 34,894 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $20,402,258.

    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).