Position in TREE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$457,529
-$176,471 QoQ
Shares Held
10,670
-10.7% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
21 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, 2026LPL Financial LLC holds $5,117,814 across 4 Financial Conglomerates names. TREE ranks #3 (8.9% of the industry book) .
All Filings in TREE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $457,529 | 10,670 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $634,000 | 11,942 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $889,325 | 13,739 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $466,970 | 12,597 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $568,453 | 11,308 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $431,365 | 11,132 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $795,591 | 13,710 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $525,032 | 12,624 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $504,438 | 11,914 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $324,818 | 10,713 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $166,656 | 10,752 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $237,571 | 10,745 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $286,248 | 10,737 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $227,463 | 10,664 | Shares | Sole | 2023-02-07 | |
| 2022-03-31 | $305,637 | 2,554 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $225,338 | 1,838 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $239,424 | 1,130 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $823,884 | 3,868 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $815,894 | 2,980 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $537,057 | 1,750 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $404,762 | 1,398 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||