Position in TREE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,411,866
-$27,403 QoQ
Shares Held
32,926
+21.5% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Cetera Investment Advisers holds $3,025,959 across 4 Financial Conglomerates names. TREE ranks #1 (46.7% of the industry book) .
All Filings in TREE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,411,866 | 32,926 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,439,269 | 27,110 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,184,429 | 18,298 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $594,565 | 16,039 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $561,415 | 11,168 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $423,460 | 10,928 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $416,597 | 7,179 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||