Position in TREE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,399
+$1,519 QoQ
Shares Held
438
+5.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#141
of 186 holders
Holding Since
Jun 2022
12 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, 2026Allworth Financial LP holds $269,517 across 6 Financial Conglomerates names. TREE ranks #4 (7.2% of the industry book) .
All Filings in TREE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,399 | 438 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $17,880 | 417 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,008 | 19 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,294 | 20 | Shares | Sole | 2025-12-02 | |
| 2024-03-31 | $29,002 | 685 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $20,769 | 685 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $10,617 | 685 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $15,145 | 685 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $79 | 3 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $63 | 3 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $190 | 8 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $87 | 2 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||