Position in TREE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$18,203
+$12,221 QoQ
Shares Held
411
+245.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#143
of 186 holders
Holding Since
Mar 2020
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 Jun 30, 2026SIGNATUREFD, LLC holds $960,474 across 5 Financial Conglomerates names. TREE ranks #5 (1.9% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,203 | 411 | Shares | Sole | 2026-07-24 | |
| 2025-03-31 | $5,982 | 119 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $522 | 9 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $22,874 | 550 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $23,287 | 550 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $16,676 | 550 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,525 | 550 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,160 | 550 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $14,796 | 555 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $11,731 | 550 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $16,200 | 679 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $32,821 | 749 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $66,536 | 556 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,593 | 13 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,817 | 13 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $635 | 3 | Shares | Sole | 2021-07-26 | |
| 2020-03-31 | $1,833 | 10 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||