Position in TREE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$965,185
-$1,052,902 QoQ
Shares Held
22,509
-27.8% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
9 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 Mar 31, 2026HRT FINANCIAL LP holds $4,081,499 across 4 Financial Conglomerates names. TREE ranks #2 (23.6% of the industry book) .
All Filings in TREE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $965,185 | 22,509 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $2,018,087 | 31,177 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $555,835 | 11,057 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,422,667 | 36,714 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,069,841 | 18,436 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $343,117 | 8,250 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $371,279 | 8,769 | Shares | Defined | 2024-05-13 | |
| 2023-06-30 | $1,234,069 | 55,815 | Shares | Defined | 2023-08-11 | |
| 2020-06-30 | $782,889 | 2,704 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||