Position in TREE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$121,000
+$114,397 QoQ
Shares Held
2,732
+1674.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#128
of 188 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $5,458,949 across 5 Financial Conglomerates names. TREE ranks #4 (2.2% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,000 | 2,732 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,603 | 154 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,433 | 27 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $136,645 | 2,111 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,000 | 27 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,960 | 39 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $658 | 17 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,553 | 44 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,829 | 44 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||