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ALPS ADVISORS INC: TREE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALPS ADVISORS INC on TREE, newest first. How the timeline and the estimate are built.

ALPS ADVISORS INC held 18,881 TREE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,881 shares
    Change vs previous 13F +1,170 shares

    <0.01% of the 13F portfolio, value $836,239.

    13F-HR 0001398344-26-013014 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,711 shares
    Change vs previous 13F +2,545 shares

    <0.01% of the 13F portfolio, value $759,448.

    13F-HR 0001398344-26-008816 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,166 shares
    Change vs previous 13F +3,069 shares

    <0.01% of the 13F portfolio, value $805,163.

    13F-HR 0001398344-26-002827 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,097 shares
    Change vs previous 13F -11,108 shares

    <0.01% of the 13F portfolio, value $783,039.

    13F-HR 0001398344-25-020370 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,205 shares
    Change vs previous 13F +5,380 shares

    <0.01% of the 13F portfolio, value $860,209.

    13F-HR 0001398344-25-014895 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,825 shares
    Change vs previous 13F -5,106 shares

    0.01% of the 13F portfolio, value $896,063.

    13F-HR 0001398344-25-008194 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,931 shares
    Change vs previous 13F +6,436 shares

    0.01% of the 13F portfolio, value $888,576.

    13F-HR 0001398344-25-002624 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,495 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $957,205.

    13F-HR 0001398344-24-020485 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).