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Equibles

IFP Advisors, Inc

Position in TREE — LendingTree, Inc.

CIK 1641866 TAMPA, FL
Back to TREE Full portfolio

Position in TREE

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$31,844
+$27,256 QoQ
Shares Held
719
+572.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in TREE Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $2,433,197 across 15 Insurance Brokers names. TREE ranks #8 (1.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 7,848 $1,308,026
2 AON
Aon plc
 1,592 $528,050
3 AJG
Arthur J. Gallagher & Co.
 1,440 $330,580
4 BWIN
Baldwin Insurance Group, Inc.
 2,811 $74,716
5 CRVL
Corvel Corp
 973 $60,831
6 BRO
Brown & Brown, Inc.
 681 $43,686
7 WTW
Willis Towers Watson PLC
 164 $42,864
8 TREE
LendingTree, Inc.
This page 		719 $31,844

All Filings in TREE

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $31,844 719
2026-03-31 $4,588 107
2025-12-31 $530 10
2025-09-30 $712 11
2025-06-30 $3,225 87
2024-12-31 $232 6
2024-03-31 $1,524 36
2022-12-31 $21 1
2022-09-30 $334 14
2022-06-30 $131 3
2022-03-31 $359 3
2021-06-30 $0 0
2021-03-31 $0 0
2020-12-31 $0 0
2020-09-30 $0 0
2020-06-30 $0 0
2020-03-31 $183 1