Tree shares owned by IFP Advisors
Historical chart of IFP Advisors investment in Tree
Tip: Access up to 7 years of quarterly data
All positions including Tree held by IFP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Tree by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.6k | 107 | 42.88 |
| 2025-12-31 | $531 | 10 | 53.10 |
| 2025-09-30 | $0 | 0 | 0.00 |
| 2025-06-30 | $3.2k | 87 | 37.06 |
| 2024-12-31 | $232 | 6 | 38.67 |
| 2024-03-31 | $1.5k | 36 | 42.33 |
| 2022-12-31 | $5.0k | 1 | 5000.00 |
| 2022-09-30 | $18k | 14 | 1285.71 |
| 2022-06-30 | $15k | 3 | 5000.00 |
| 2022-03-31 | $15k | 3 | 5000.00 |
| 2021-06-30 | $0 | 0 | 0.00 |
| 2021-03-31 | $0 | 0 | 0.00 |
| 2020-12-31 | $0 | 0 | 0.00 |
| 2020-09-30 | $0 | 0 | 0.00 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $0 | 1 | 0.00 |
| 2019-12-31 | $0 | 1 | 0.00 |
| 2019-09-30 | $0 | 1 | 0.00 |
| 2018-12-31 | $0 | 1 | 0.00 |
| 2018-09-30 | $0 | 1 | 0.00 |
| 2018-06-30 | $999 | 3 | 333.33 |
| 2018-03-31 | $421k | 1.2k | 340.06 |
| 2017-12-31 | $421k | 1.2k | 340.06 |
| 2017-09-30 | $0 | 1 | 0.00 |
| 2017-06-30 | $0 | 1 | 0.00 |
| 2017-03-31 | $0 | 1 | 0.00 |
| 2016-12-31 | $19k | 187 | 101.60 |
| 2016-09-30 | $18k | 187 | 96.26 |
| 2016-06-30 | $17k | 187 | 90.91 |
| 2016-03-31 | $18k | 187 | 96.26 |
| 2015-12-31 | $0 | 4 | 0.00 |