Tree shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Tree (TREE) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Tree
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Quarterly reported holdings in Tree by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $13k | 243 | 53.11 |
| 2025-09-30 | $17k | 267 | 64.72 |
| 2025-06-30 | $9.8k | 265 | 37.00 |
| 2025-03-31 | $6.2k | 123 | 50.00 |
| 2024-12-31 | $1.8k | 47 | 38.75 |
| 2024-09-30 | $2.5k | 43 | 58.02 |
| 2024-06-30 | $2.3k | 43 | 53.21 |
| 2024-03-31 | $2.1k | 43 | 48.28 |
| 2023-12-31 | $1.3k | 43 | 30.33 |
| 2023-09-30 | $961 | 62 | 15.50 |
| 2023-03-31 | $13k | 473 | 26.66 |
| 2022-12-31 | $7.6k | 356 | 21.33 |
| 2022-09-30 | $4.0k | 186 | 21.74 |
| 2022-06-30 | $4.0k | 83 | 48.19 |
| 2021-12-31 | $24k | 192 | 123.08 |
More positions owned by EverSource Wealth Advisors
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