Position in TREE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$23,786,220
-$2,983,561 QoQ
Shares Held
554,716
+10.0% QoQ
Ownership
3.98%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $250,355,036 across 4 Financial Conglomerates names. TREE ranks #3 (9.5% of the industry book) .
All Filings in TREE
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,786,220 | 554,716 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,769,781 | 504,234 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $34,278,870 | 529,567 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,260,088 | 546,536 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,486,885 | 29,578 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $906,749 | 23,400 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,287,279 | 22,183 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $922,590 | 22,183 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $941,217 | 22,230 | Shares | Defined | 2024-05-15 | |
| 2023-09-30 | $343,727 | 22,176 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $529,666 | 23,956 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,175,865 | 44,106 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $1,188,506 | 55,720 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,029,606 | 43,152 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,009,497 | 45,858 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,668,692 | 64,082 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,045,256 | 65,622 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $31,423,155 | 224,724 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $79,491,018 | 375,170 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $65,929,677 | 309,529 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $63,395,799 | 231,549 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $52,785,078 | 172,000 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $39,767,813 | 137,353 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $29,065,663 | 158,491 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||