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Disclosery

Freestone Capital Holdings, LLC: XLE position timeline

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

Freestone Capital Holdings, LLC held 36,564 XLE 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 36,564 shares
    Change vs previous 13F +3,262 shares

    0.05% of the 13F portfolio, value $1,941,959.

    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 33,302 shares
    Change vs previous 13F -146 shares

    0.06% of the 13F portfolio, value $2,040,061.

    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 33,448 shares
    Change vs previous 13F +16,740 shares

    0.04% of the 13F portfolio, value $1,495,461.

    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 16,708 shares
    Change vs previous 13F -172 shares

    0.05% of the 13F portfolio, value $1,492,674.

    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 16,880 shares
    Change vs previous 13F -718 shares

    0.05% of the 13F portfolio, value $1,431,614.

    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 17,598 shares
    Change vs previous 13F +49 shares

    0.06% of the 13F portfolio, value $1,644,499.

    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 17,549 shares
    Change vs previous 13F +905 shares

    0.05% of the 13F portfolio, value $1,503,261.

    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 16,644 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,461,354.

    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).