Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$44
+$2 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#185
of 186 holders
Holding Since
Sep 2025
4 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, 2026RMG Wealth Management LLC holds $44 across 1 Financial Conglomerates name. TREE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TREE |
LendingTree, Inc.
This page
|
1 | $44 |
All Filings in TREE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44 | 1 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $42 | 1 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $53 | 1 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $64 | 1 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||