Position in TREE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$642,825
+$562,511 QoQ
Shares Held
14,514
+674.9% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#79
of 186 holders
Holding Since
Mar 2021
16 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, 2026State of Wyoming holds $1,236,640 across 3 Financial Conglomerates names. TREE ranks #1 (52.0% of the industry book) .
All Filings in TREE
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,825 | 14,514 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $80,314 | 1,873 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $111,223 | 2,095 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $166,420 | 2,571 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $136,332 | 2,712 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $69,556 | 1,795 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $362,571 | 6,248 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $402,008 | 9,666 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $249,467 | 5,892 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $146,021 | 4,816 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $54,250 | 3,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $56,866 | 2,572 | Shares | Sole | 2023-08-14 | |
| 2021-12-31 | $42,787 | 349 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $50,618 | 362 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $45,130 | 213 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $213 | 1 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||