Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$64,486
+$2,053 QoQ
Shares Held
1,456
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 188 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026CANADA LIFE ASSURANCE Co holds $6,487,013 across 4 Financial Conglomerates names. TREE ranks #4 (1.0% of the industry book) .
All Filings in TREE
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,486 | 1,456 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $62,433 | 1,456 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $77,299 | 1,456 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $94,246 | 1,456 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $53,973 | 1,456 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $73,193 | 1,456 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $56,420 | 1,456 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $281,716 | 10,567 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $232,241 | 10,888 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $292,046 | 12,240 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $471,327 | 10,756 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,172,766 | 9,800 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,223,425 | 9,979 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $763,891 | 5,463 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $926,127 | 4,371 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $896,304 | 4,208 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,266,826 | 4,627 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,129,048 | 3,679 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $1,100,503 | 3,801 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $735,944 | 4,013 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||