Position in TREE
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$513,273
-$123,594 QoQ
Shares Held
11,970
-0.2% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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 Mar 31, 2026Sunbelt Securities, Inc. holds $514,777 across 2 Financial Conglomerates names. TREE ranks #1 (99.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TREE |
LendingTree, Inc.
This page
|
11,970 | $513,273 | |
| 2 | HTH |
Hilltop Holdings Inc.
|
42 | $1,504 |
All Filings in TREE
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $513,273 | 11,970 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $636,867 | 11,996 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $793,007 | 12,251 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $586,706 | 15,827 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $714,889 | 14,221 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $613,296 | 15,827 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $924,243 | 15,927 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $665,939 | 16,012 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $681,970 | 16,107 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $490,971 | 16,193 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $239,444 | 15,448 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $231,668 | 10,478 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $258,042 | 9,679 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $200,907 | 9,419 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $234,162 | 9,814 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $369,358 | 8,429 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $691,213 | 5,776 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $638,255 | 5,206 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $250,994 | 1,795 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $380,324 | 1,795 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||