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Tree shares owned by Larson Financial Group

Quarter-by-quarter ownership of Tree (TREE) shares owned by Larson Financial Group from 13F filings

Historical chart of Larson Financial Group investment in Tree

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All positions including Tree held by Larson Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $18k 335 53.09
2025-09-30 $16k 251 64.73
2025-06-30 $4.1k 111 37.07
2025-03-31 $603 12 50.25
2024-03-31 $5.4k 128 42.34

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Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Jennison Associates
Ameriprise Financial
Renaissance Technologies
Emerald Advisers
Blue Grotto Capital
Punch & Associates Investment Management
Citadel Advisors
Jacobs Levy Equity Management
Millennium Management
Jane Street
Geode Capital Management
Arrowstreet Capital, Limited Partnership

View all funds holding Tree