Skip to content
Disclosery

Freestone Capital Holdings, LLC: WFC position timeline

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

Freestone Capital Holdings, LLC held 176,979 WFC 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 176,979 shares
    Change vs previous 13F +2,440 shares

    0.38% of the 13F portfolio, value $14,625,625.

    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 174,539 shares
    Change vs previous 13F +7,404 shares

    0.42% of the 13F portfolio, value $13,895,011.

    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 167,135 shares
    Change vs previous 13F -1,060 shares

    0.46% of the 13F portfolio, value $15,576,967.

    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 168,195 shares
    Change vs previous 13F +7,986 shares

    0.43% of the 13F portfolio, value $14,098,066.

    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 160,209 shares
    Change vs previous 13F -16,859 shares

    0.44% of the 13F portfolio, value $12,835,920.

    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 177,068 shares
    Change vs previous 13F -12,373 shares

    0.48% of the 13F portfolio, value $12,711,730.

    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 189,441 shares
    Change vs previous 13F -15,978 shares

    0.46% of the 13F portfolio, value $13,306,370.

    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 205,419 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $11,604,151.

    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).