Tree shares owned by Acorn Financial Advisory Services
Quarter-by-quarter ownership of Tree (TREE) shares owned by Acorn Financial Advisory Services
from 13F filings
Historical chart of Acorn Financial Advisory Services investment in Tree
Tip: Access up to 7 years of quarterly data
All positions including Tree held by Acorn Financial Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Tree by Acorn Financial Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $356k | 5.5k | 64.73 |
| 2025-06-30 | $234k | 6.3k | 37.07 |
| 2025-03-31 | $327k | 6.5k | 50.27 |
| 2024-12-31 | $310k | 8.0k | 38.75 |
| 2024-09-30 | $479k | 8.2k | 58.03 |
| 2024-06-30 | $488k | 12k | 41.59 |
| 2024-03-31 | $497k | 12k | 42.34 |
| 2023-12-31 | $395k | 13k | 30.32 |
| 2023-09-30 | $202k | 13k | 15.50 |
| 2023-06-30 | $260k | 12k | 22.11 |
| 2023-03-31 | $312k | 12k | 26.66 |
| 2022-03-31 | $425k | 3.6k | 119.65 |
| 2021-12-31 | $443k | 3.6k | 122.71 |
| 2021-09-30 | $416k | 3.0k | 139.69 |
| 2021-06-30 | $442k | 2.1k | 211.79 |
| 2021-03-31 | $445k | 2.1k | 213.22 |
| 2020-12-31 | $342k | 1.2k | 274.04 |
| 2020-09-30 | $393k | 1.3k | 307.27 |
| 2020-06-30 | $317k | 1.1k | 289.50 |
| 2020-03-31 | $201k | 1.1k | 183.56 |
| 2019-12-31 | $348k | 1.1k | 303.14 |
More positions owned by Acorn Financial Advisory Services
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