Tree shares owned by Creative Planning
Historical chart of Creative Planning investment in Tree
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All positions including Tree held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Tree by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $417k | 6.5k | 64.67 |
| 2025-06-30 | $213k | 5.7k | 37.07 |
| 2025-03-31 | $318k | 6.3k | 50.27 |
| 2024-12-31 | $228k | 5.9k | 38.75 |
| 2024-09-30 | $356k | 6.1k | 58.03 |
| 2023-03-31 | $187 | 7 | 26.71 |
| 2017-06-30 | $3.0k | 15 | 200.00 |
| 2017-03-31 | $2.0k | 15 | 133.33 |
| 2016-12-31 | $2.0k | 15 | 133.33 |
| 2016-09-30 | $41k | 415 | 98.41 |
| 2016-06-30 | $14k | 108 | 125.00 |
| 2016-03-31 | $1.0k | 6 | 166.67 |
| 2015-12-31 | $2.8k | 25 | 111.11 |
| 2015-09-30 | $999 | 9 | 111.11 |
| 2015-03-31 | $999 | 9 | 111.11 |