Position in TREE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,818
+$440 QoQ
Shares Held
312
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#146
of 188 holders
Holding Since
Jun 2025
5 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, 2026Smartleaf Asset Management LLC holds $505,042 across 5 Financial Conglomerates names. TREE ranks #4 (2.7% of the industry book) .
All Filings in TREE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,818 | 312 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,378 | 312 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,865 | 280 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $388 | 6 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $222 | 6 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||