Position in TREE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,606
+$147 QoQ
Shares Held
104
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#159
of 186 holders
Holding Since
Dec 2023
11 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, 2026Private Wealth Management Group, LLC holds $7,608 across 3 Financial Conglomerates names. TREE ranks #1 (60.5% of the industry book) .
All Filings in TREE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,606 | 104 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,459 | 104 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,521 | 104 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,731 | 104 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,855 | 104 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,228 | 104 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,030 | 104 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,035 | 104 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,325 | 104 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,403 | 104 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,153 | 104 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||