Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,186
-$12,840 QoQ
Shares Held
230
-57.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#152
of 188 holders
Holding Since
Mar 2024
7 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, 2026Larson Financial Group LLC holds $122,097 across 5 Financial Conglomerates names. TREE ranks #4 (8.3% of the industry book) .
All Filings in TREE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,186 | 230 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,026 | 537 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,785 | 335 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,247 | 251 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,114 | 111 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $603 | 12 | Shares | Sole | 2025-05-02 | |
| 2024-03-31 | $5,419 | 128 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||