Position in TREE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$216,489
+$83,347 QoQ
Shares Held
4,888
+57.4% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#118
of 188 holders
Holding Since
Dec 2021
8 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, 2026Aquatic Capital Management LLC holds $2,365,737 across 3 Financial Conglomerates names. TREE ranks #3 (9.2% of the industry book) .
All Filings in TREE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,489 | 4,888 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $133,142 | 3,105 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $430,972 | 6,658 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $23,212 | 400 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $124,770 | 3,000 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $117,315 | 5,500 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $100,786 | 2,300 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $73,560 | 600 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||