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Disclosery

Freestone Capital Holdings, LLC: WMT position timeline

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

Freestone Capital Holdings, LLC held 103,961 WMT 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 103,961 shares
    Change vs previous 13F +1,369 shares

    0.31% of the 13F portfolio, value $11,774,730.

    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 102,592 shares
    Change vs previous 13F -2,303 shares

    0.39% of the 13F portfolio, value $12,750,127.

    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 104,895 shares
    Change vs previous 13F -1,350 shares

    0.35% of the 13F portfolio, value $11,686,396.

    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 106,245 shares
    Change vs previous 13F +10,258 shares

    0.34% of the 13F portfolio, value $10,949,564.

    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 95,987 shares
    Change vs previous 13F +1,129 shares

    0.32% of the 13F portfolio, value $9,385,617.

    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 94,858 shares
    Change vs previous 13F -2,070 shares

    0.31% of the 13F portfolio, value $8,327,587.

    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 96,928 shares
    Change vs previous 13F -5,491 shares

    0.3% of the 13F portfolio, value $8,757,499.

    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 102,419 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $8,270,369.

    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).