Steward Partners Investment Advisory, LLC
Position in TREE — LendingTree, Inc.
CIK 1723397
STAMFORD, CT
Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,230
+$8,901 QoQ
Shares Held
231
+645.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#149
of 186 holders
Holding Since
Sep 2020
14 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, 2026Steward Partners Investment Advisory, LLC holds $606,764 across 5 Financial Conglomerates names. TREE ranks #4 (1.7% of the industry book) .
All Filings in TREE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,230 | 231 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,329 | 31 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,645 | 31 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $85,055 | 1,314 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,149 | 31 | Shares | Sole | 2025-08-12 | |
| 2024-09-30 | $93,718 | 1,615 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $60,679 | 1,459 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $62,536 | 1,477 | Shares | Sole | 2024-05-15 | |
| 2021-12-31 | $122 | 1 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $139 | 1 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $211 | 1 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $16,401 | 77 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $17,248 | 63 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $12,582 | 41 | Shares | Sole | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||