EverSource Wealth Advisors, LLC

Position in TREE — LendingTree, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in TREE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$10,716

-$3,516 QoQ

Shares Held

242

-27.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#148

of 186 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $242,473 across 5 Financial Conglomerates names. TREE ranks #4 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VOYA	Voya Financial, Inc.	984	$89,078
2	IX	Orix Corp	2,104	$80,032
3	HTH	Hilltop Holdings Inc.	1,434	$55,608
4	TREE	LendingTree, Inc. This page	242	$10,716
5	FRHC	Freedom Holding Corp.	54	$7,039

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,716	242	-27.1%	Shares	Sole	2026-07-24
2026-03-31	$14,232	332	+36.6%	Shares	Sole	2026-05-18
2025-12-31	$12,898	243	-9.0%	Shares	Sole	2026-02-06
2025-09-30	$17,282	267	+0.8%	Shares	Sole	2025-11-10
2025-06-30	$9,823	265	+115.4%	Shares	Sole	2025-08-13
2025-03-31	$6,182	123	+161.7%	Shares	Sole	2025-05-13
2024-12-31	$1,821	47	+9.3%	Shares	Sole	2025-02-10
2024-09-30	$2,495	43	0.0%	Shares	Sole	2024-11-08
2024-06-30	$1,788	43	0.0%	Shares	Sole	2024-08-13
2024-03-31	$1,820	43	0.0%	Shares	Sole	2024-06-11
2023-12-31	$1,303	43	-30.6%	Shares	Sole	2024-02-09
2023-09-30	$961	62	-86.9%	Shares	Sole	2023-11-03
2023-03-31	$12,610	473	+32.9%	Shares	Sole	2023-05-11
2022-12-31	$7,593	356	+91.4%	Shares	Sole	2023-02-09
2022-09-30	$4,437	186	+124.1%	Shares	Sole	2022-11-07
2022-06-30	$3,637	83	-56.8%	Shares	Sole	2022-08-01
2021-12-31	$23,539	192	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.