Position in TREE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$308,036
+$287,368 QoQ
Shares Held
6,955
+1342.9% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#108
of 186 holders
Holding Since
Mar 2020
12 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 Jun 30, 2026SIMPLEX TRADING, LLC holds $2,347,016 across 3 Financial Conglomerates names. TREE ranks #2 (13.1% of the industry book) .
All Filings in TREE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $308,036 | 6,955 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $20,668 | 482 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $514,862 | 7,954 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $29,804 | 804 | Shares | Sole | 2025-08-05 | |
| 2024-12-31 | $330,421 | 8,527 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $47,584 | 820 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $19,434 | 459 | Shares | Sole | 2024-04-25 | |
| 2023-09-30 | $282,921 | 18,253 | Shares | Sole | 2023-11-01 | |
| 2020-12-31 | $473,382 | 1,729 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $433,635 | 1,413 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $433,426 | 1,497 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $596,200 | 3,251 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||