Position in TREE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$459,973
+$361,014 QoQ
Shares Held
10,727
+475.5% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026CWM, LLC holds $3,697,678 across 5 Financial Conglomerates names. TREE ranks #3 (12.4% of the industry book) .
All Filings in TREE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $459,973 | 10,727 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $98,959 | 1,864 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $115,737 | 1,788 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $61,350 | 1,655 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $240,039 | 4,775 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $30,961 | 799 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $126,505 | 2,180 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $25,037 | 602 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $7,705 | 182 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,304 | 76 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,426 | 92 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,034 | 92 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $114,984 | 4,313 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,801 | 272 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $10,522 | 441 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,067 | 70 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $15,676 | 131 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $10,666 | 87 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $5,508 | 26 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $5,538 | 26 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $7,118 | 26 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $7,979 | 26 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $7,527 | 26 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $4,768 | 26 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||