Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,621,592
-$80,195 QoQ
Shares Held
81,770
-5.3% QoQ
Ownership
0.582%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#30
of 186 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026OSAIC HOLDINGS, INC. holds $4,659,899 across 6 Financial Conglomerates names. TREE ranks #1 (77.7% of the industry book) .
All Filings in TREE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,621,592 | 81,770 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,701,787 | 86,329 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,366,227 | 82,242 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,800,519 | 89,611 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,356,687 | 90,550 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $4,377,611 | 87,082 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,118,870 | 80,487 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $4,924,193 | 84,856 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,114,277 | 26,792 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,104,987 | 26,098 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $641,054 | 21,143 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $100,903 | 6,510 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $57,681 | 2,609 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $68,833 | 2,582 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $76,101 | 3,568 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $35,572 | 1,491 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $69,626 | 1,589 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $357,810 | 2,990 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $359,337 | 2,931 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $254,347 | 1,819 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $360,616 | 1,702 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $341,013 | 1,601 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $380,290 | 1,389 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $370,721 | 1,208 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $300,818 | 1,039 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $222,164 | 2,126 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||