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Tree shares owned by Ameritas Advisory Services

Quarter-by-quarter ownership of Tree (TREE) shares owned by Ameritas Advisory Services from 13F filings

Historical chart of Ameritas Advisory Services investment in Tree

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All positions including Tree held by Ameritas Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Ameritas Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $23k 509 44.29
2025-09-30 $32k 500 64.73
2025-06-30 $19k 500 37.07