Position in TREE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$318,340
+$311,436 QoQ
Shares Held
7,424
+2766.4% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
2 quarters on record
Voting authority
Sole 41%
Shared 28%
None 32%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $8,168,781 across 4 Financial Conglomerates names. TREE ranks #4 (3.9% of the industry book) .
All Filings in TREE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $318,340 | 7,424 | Shares | Sole | 2026-05-15 | |
| 2023-03-31 | $6,904 | 259 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||