Freestone Capital Holdings, LLC SDAWW β€” SUNCAR TECHNOLOGY GROUP INC

Ownership history in Freestone Capital Holdings, LLC  Β·  6 quarters on record

AI Ownership Summary

Freestone Capital Holdings, LLC reported SUNCAR TECHNOLOGY GROUP INC (SDAWW) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows SDAWW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDAWW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Freestone Capital Holdings, LLC's position in SUNCAR TECHNOLOGY GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SDAWW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Freestone Capital Holdings, LLC held SDAWW β€” position size vs. price
% of Fund (quarterly)    SDAWW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 15,000 β€” 0% 0.00% $2K 2026-07-31 $0.07
2026 Q1 UNCHANGED β€” β€” β€” 15,000 β€” 0% 0.00% $4K 2026-05-13 $0.07
2025 Q4 UNCHANGED β€” β€” β€” 15,000 β€” 0% 0.00% $540 2026-01-23 β€”
2025 Q3 UNCHANGED β€” β€” β€” 15,000 β€” 0% 0.00% $768 2025-11-12 β€”
2025 Q2 UNCHANGED β€” β€” β€” 15,000 β€” 0% 0.00% $1K 2025-08-05 β€”
2025 Q1 INITIATED β€” β€” β€” 15,000 β€” β€” 0.00% $3K 2025-05-13 β€”

FAQ About Freestone Capital Holdings, LLC and SDAWW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Freestone Capital Holdings, LLC reported owning SDAWW?

Freestone Capital Holdings, LLC reported SDAWW across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported SDAWW position in Freestone Capital Holdings, LLC's portfolio?

The largest reported portfolio weight for SDAWW was 0.00% in 2026 Q1.

What is the latest reported SDAWW position on this page?

The most recent filing on this page is 2026 Q2, when Freestone Capital Holdings, LLC reported 15,000 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this SDAWW ownership page compare?

The chart compares Freestone Capital Holdings, LLC's quarterly SDAWW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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