Position in TREE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$221
+$179 QoQ
Shares Held
5
+400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#182
of 188 holders
Holding Since
Dec 2021
19 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, 2026Covestor Ltd holds $31,635 across 4 Financial Conglomerates names. TREE ranks #4 (0.7% of the industry book) .
All Filings in TREE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221 | 5 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $42 | 1 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2 | 42 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $64 | 1 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $37 | 1 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $50 | 1 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $38 | 1 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $116 | 2 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $83 | 2 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $127 | 3 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $90 | 3 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $62 | 4 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $88 | 4 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $106 | 4 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $85 | 4 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $47 | 2 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,402 | 32 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,949 | 33 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $245 | 2 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||