Position in TREE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$11,052,362
-$82,407,645 QoQ
Shares Held
257,751
-85.4% QoQ
Ownership
1.85%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2026Mariner, LLC holds $13,908,065 across 3 Financial Conglomerates names. TREE ranks #1 (79.5% of the industry book) .
All Filings in TREE
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,052,362 | 257,751 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $93,460,007 | 1,760,407 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $86,646,348 | 1,338,581 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $49,641,586 | 1,339,131 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $77,995,413 | 1,551,530 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $56,200,868 | 1,450,345 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $95,173,029 | 1,640,066 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $936,149 | 22,509 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,790,727 | 42,294 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,773,113 | 58,480 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $895,295 | 57,761 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,108,440 | 50,133 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,304,207 | 48,920 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $977,233 | 45,815 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,124,876 | 89,056 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,092,903 | 70,582 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,128,382 | 59,567 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||