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Tree shares owned by Evolve Private Wealth

Quarter-by-quarter ownership of Tree (TREE) shares owned by Evolve Private Wealth from 13F filings

Historical chart of Evolve Private Wealth investment in Tree

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All positions including Tree held by Evolve Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $619k 14k 42.88

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View all positions for Evolve Private Wealth

Top funds holding Tree

BlackRock
Jennison Associates
Vanguard Group
Ameriprise Financial
Vanguard Capital Management
Punch & Associates Investment Management
Divisadero Street Capital Management
Millennium Management
Emerald Advisers
Jacobs Levy Equity Management
Geode Capital Management
Dimensional Fund Advisors
Renaissance Technologies
Mariner Wealth Advisors
Philadelphia Financial Management of San Francisco

View all funds holding Tree