Intellectus Partners, LLC
Holdings in TREE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,751,970 | 33,000 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $2,055,177 | 31,750 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $1,251,112 | 33,750 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $1,545,802 | 30,750 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $1,005,562 | 25,950 | Shares | Sole | 2025-02-07 |
| 2024-09-30 | $1,124,331 | 19,375 | Shares | Sole | 2024-11-06 |
| 2024-06-30 | $509,477 | 12,250 | Shares | Sole | 2024-07-18 |
| 2024-03-31 | $635,100 | 15,000 | Shares | Sole | 2024-05-03 |
| 2023-12-31 | $630,656 | 20,800 | Shares | Sole | 2024-02-05 |
| 2023-09-30 | $248,775 | 16,050 | Shares | Sole | 2023-10-25 |
| 2023-06-30 | $309,540 | 14,000 | Shares | Sole | 2023-07-31 |