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Disclosery

Freestone Capital Holdings, LLC: XLU position timeline

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

Freestone Capital Holdings, LLC held 82,646 XLU 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 82,646 shares
    Change vs previous 13F +18,735 shares

    0.1% of the 13F portfolio, value $3,747,170.

    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 63,911 shares
    Change vs previous 13F -1,801 shares

    0.09% of the 13F portfolio, value $2,932,876.

    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 65,712 shares
    Change vs previous 13F +29,858 shares

    0.08% of the 13F portfolio, value $2,805,245.

    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 35,854 shares
    Change vs previous 13F -1,482 shares

    0.1% of the 13F portfolio, value $3,126,827.

    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 37,336 shares
    Change vs previous 13F -26,996 shares

    0.1% of the 13F portfolio, value $3,048,858.

    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 64,332 shares
    Change vs previous 13F -1,007 shares

    0.19% of the 13F portfolio, value $5,072,578.

    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 65,339 shares
    Change vs previous 13F +3,026 shares

    0.17% of the 13F portfolio, value $4,945,509.

    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 62,313 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,033,644.

    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).