Position in TREE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$882,384
-$772,165 QoQ
Shares Held
20,578
-34.0% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 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 Mar 31, 2026AMERICAN CENTURY COMPANIES INC holds $72,280,127 across 4 Financial Conglomerates names. TREE ranks #4 (1.2% of the industry book) .
All Filings in TREE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $882,384 | 20,578 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,654,549 | 31,165 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,961,124 | 30,297 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $964,190 | 26,010 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,196,074 | 23,793 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $864,822 | 22,318 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,182,709 | 20,381 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $715,472 | 17,203 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $558,591 | 13,193 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $8,193,471 | 307,332 | Shares | Defined | 2023-05-11 | |
| 2021-09-30 | $363,278 | 2,598 | Shares | Defined | 2021-11-10 | |
| 2020-09-30 | $2,885,686 | 9,403 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $393,471 | 1,359 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $587,214 | 3,202 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||