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Disclosery

Freestone Capital Holdings, LLC: XLK position timeline

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

Freestone Capital Holdings, LLC held 34,949 XLK 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 34,949 shares
    Change vs previous 13F +21,488 shares

    0.17% of the 13F portfolio, value $6,658,505.

    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 13,461 shares
    Change vs previous 13F -1,325 shares

    0.05% of the 13F portfolio, value $1,788,997.

    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 14,786 shares
    Change vs previous 13F +7,275 shares

    0.06% of the 13F portfolio, value $2,128,771.

    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 7,511 shares
    Change vs previous 13F +219 shares

    0.06% of the 13F portfolio, value $2,117,092.

    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 7,292 shares
    Change vs previous 13F +2,109 shares

    0.06% of the 13F portfolio, value $1,846,584.

    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 5,183 shares
    Change vs previous 13F -235 shares

    0.04% of the 13F portfolio, value $1,070,204.

    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 5,418 shares
    Change vs previous 13F +1,270 shares

    0.04% of the 13F portfolio, value $1,259,899.

    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 4,148 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $936,548.

    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).