Tree shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Tree (TREE) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Tree
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Quarterly reported holdings in Tree by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $42k | 955 | 44.29 |
| 2021-12-31 | $307k | 2.5k | 122.51 |
| 2021-09-30 | $376k | 2.7k | 139.93 |
| 2021-06-30 | $526k | 2.5k | 212.01 |
| 2021-03-31 | $486k | 2.3k | 213.16 |
| 2020-12-31 | $466k | 1.7k | 273.63 |
| 2020-09-30 | $384k | 1.3k | 306.95 |
| 2020-06-30 | $306k | 1.1k | 289.77 |
| 2019-12-31 | $232k | 766 | 302.87 |
| 2019-09-30 | $227k | 731 | 310.53 |
| 2019-06-30 | $247k | 589 | 419.35 |
| 2019-03-31 | $202k | 574 | 351.92 |