Tree shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of Tree (TREE) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management investment in Tree
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Quarterly reported holdings in Tree by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $529k | 8.2k | 64.73 |
| 2025-06-30 | $333k | 9.0k | 37.07 |
| 2025-03-31 | $437k | 8.7k | 50.27 |
| 2024-12-31 | $405k | 11k | 38.75 |
| 2024-09-30 | $615k | 11k | 58.03 |
| 2024-06-30 | $449k | 11k | 41.59 |
| 2024-03-31 | $455k | 11k | 42.34 |
| 2023-12-31 | $252k | 8.3k | 30.32 |
More positions owned by Cornerstone Wealth Management
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