Position in TREE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,579
+$2,793 QoQ
Shares Held
126
+93.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#159
of 188 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, 2026SJS Investment Consulting Inc. holds $83,081 across 5 Financial Conglomerates names. TREE ranks #3 (6.7% of the industry book) .
All Filings in TREE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,579 | 126 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,786 | 65 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,132 | 59 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,602 | 102 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||