Position in TREE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$4,473
-$24,471 QoQ
Shares Held
101
-85.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#162
of 188 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Versant Capital Management, Inc holds $828,776 across 5 Financial Conglomerates names. TREE ranks #4 (0.5% of the industry book) .
All Filings in TREE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,473 | 101 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $28,944 | 675 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $849 | 16 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,941 | 30 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,112 | 30 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $4,423 | 88 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $620 | 16 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $1,856 | 32 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,330 | 32 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $1,354 | 32 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $970 | 32 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $992 | 64 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $15,432 | 698 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $9,277 | 348 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,365 | 64 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $381 | 16 | Shares | Sole | 2022-12-30 | |
| 2022-06-30 | $2,322 | 53 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,470 | 29 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,961 | 16 | Shares | Sole | 2022-01-06 | |
| 2021-09-30 | $2,516 | 18 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,601 | 17 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,408 | 16 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,380 | 16 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,910 | 16 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $4,632 | 16 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $2,934 | 16 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||