Position in TREE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,144
+$2,497 QoQ
Shares Held
71
+610.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#165
of 188 holders
Holding Since
Mar 2020
24 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, 2026Parallel Advisors, LLC holds $636,958 across 5 Financial Conglomerates names. TREE ranks #4 (0.5% of the industry book) .
All Filings in TREE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,144 | 71 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $647 | 10 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $370 | 10 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $502 | 10 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $387 | 10 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $580 | 10 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $415 | 10 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $423 | 10 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $303 | 10 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $310 | 20 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $442 | 20 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $1,066 | 40 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $1,493 | 70 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,670 | 70 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,119 | 94 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $8,735 | 73 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $20,229 | 165 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $11,745 | 84 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $20,552 | 97 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $21,513 | 101 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $84,327 | 308 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $491,637 | 1,602 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $499,439 | 1,725 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,100 | 6 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||