Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$41,366
+$1,317 QoQ
Shares Held
934
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#136
of 186 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $1,713,614 across 4 Financial Conglomerates names. TREE ranks #3 (2.4% of the industry book) .
All Filings in TREE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,366 | 934 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $40,049 | 934 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $49,586 | 934 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $60,457 | 934 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $42,296 | 1,141 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $45,795 | 911 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $35,301 | 911 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $52,865 | 911 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $37,888 | 911 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $38,571 | 911 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $27,621 | 911 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $14,120 | 911 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $20,142 | 911 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $24,287 | 911 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $19,431 | 911 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $21,736 | 911 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $39,920 | 911 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $109,019 | 911 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $111,688 | 911 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $548,273 | 3,921 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $830,781 | 3,921 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $641,130 | 3,010 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $824,107 | 3,010 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $674,237 | 2,197 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $636,097 | 2,197 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $402,907 | 2,197 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||