Position in TREE
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$618,929
New position
Shares Held
14,434
first reported quarter
Ownership
0.103%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026EVOLVE PRIVATE WEALTH, LLC holds $909,767 across 2 Financial Conglomerates names. TREE ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TREE |
LendingTree, Inc.
This page
|
14,434 | $618,929 | |
| 2 | VOYA |
Voya Financial, Inc.
|
4,257 | $290,838 |
All Filings in TREE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $618,929 | 14,434 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||