Intellectus Partners, LLC

Position in TREE — LendingTree, Inc.

CIK 1677253 SAN FRANCISCO, CA

Position in TREE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,335,343

-$71,121 QoQ

Shares Held

30,150

-8.1% QoQ

Ownership

0.215%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#50

of 188 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Intellectus Partners, LLC holds $1,968,358 across 3 Insurance Brokers names. TREE ranks #1 (67.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TREE	LendingTree, Inc. This page	30,150	$1,335,343
2	AON	Aon plc	1,109	$367,844
3	MRSH	Marsh & Mclennan Companies, Inc.	1,591	$265,171

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,335,343	30,150	-8.1%	Shares	Sole	2026-08-12
2026-03-31	$1,406,464	32,800	-0.6%	Shares	Sole	2026-04-10
2025-12-31	$1,751,970	33,000	+3.9%	Shares	Sole	2026-02-10
2025-09-30	$2,055,177	31,750	-5.9%	Shares	Sole	2025-11-12
2025-06-30	$1,251,112	33,750	+9.8%	Shares	Sole	2025-08-05
2025-03-31	$1,545,802	30,750	+18.5%	Shares	Sole	2025-04-11
2024-12-31	$1,005,562	25,950	+33.9%	Shares	Sole	2025-02-07
2024-09-30	$1,124,331	19,375	+58.2%	Shares	Sole	2024-11-06
2024-06-30	$509,477	12,250	-18.3%	Shares	Sole	2024-07-18
2024-03-31	$635,100	15,000	-27.9%	Shares	Sole	2024-05-03
2023-12-31	$630,656	20,800	+29.6%	Shares	Sole	2024-02-05
2023-09-30	$248,775	16,050	+14.6%	Shares	Sole	2023-10-25
2023-06-30	$309,540	14,000	—	Shares	Sole	2023-07-31
No filing history on record for this holder in this stock.