Position in TREE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,062
+$33 QoQ
Shares Held
24
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#174
of 188 holders
Holding Since
Jun 2021
21 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 Jun 30, 2026NISA INVESTMENT ADVISORS, LLC holds $244,871 across 5 Financial Conglomerates names. TREE ranks #4 (0.4% of the industry book) .
All Filings in TREE
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,062 | 24 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,029 | 24 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,274 | 24 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,553 | 24 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $889 | 24 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,206 | 24 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $930 | 24 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,392 | 24 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $998 | 24 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,016 | 24 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $727 | 24 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,750 | 500 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $11,298 | 511 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,598 | 210 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4 | 210 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,010 | 210 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $9,202 | 210 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $18,668 | 156 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $51,492 | 420 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $99,279 | 710 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $23,306 | 110 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||