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Disclosery

Freestone Capital Holdings, LLC: VOO position timeline

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

Freestone Capital Holdings, LLC held 101,967 VOO 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 101,967 shares
    Change vs previous 13F +11,581 shares

    1.82% of the 13F portfolio, value $70,032,305.

    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 90,386 shares
    Change vs previous 13F +2,504 shares

    1.64% of the 13F portfolio, value $54,010,257.

    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 87,882 shares
    Change vs previous 13F +2,272 shares

    1.63% of the 13F portfolio, value $55,113,341.

    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 85,610 shares
    Change vs previous 13F -7,451 shares

    1.61% of the 13F portfolio, value $52,425,613.

    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 93,061 shares
    Change vs previous 13F +625 shares

    1.8% of the 13F portfolio, value $52,861,159.

    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 92,436 shares
    Change vs previous 13F -1,893 shares

    1.78% of the 13F portfolio, value $47,503,531.

    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 94,329 shares
    Change vs previous 13F -900 shares

    1.76% of the 13F portfolio, value $50,825,911.

    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 95,229 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $50,249,622.

    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).