Position in TREE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,461
-$4,041 QoQ
Shares Held
33
-61.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#171
of 186 holders
Holding Since
Jun 2025
3 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, 2026Clearstead Advisors, LLC holds $251,435 across 6 Financial Conglomerates names. TREE ranks #4 (0.6% of the industry book) .
All Filings in TREE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,461 | 33 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $5,502 | 85 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,076 | 83 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||