Mariner Wealth Advisors »

Tree shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Tree

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tree by Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $95M 1.6M 58.03
2024-06-30 $906k 23k 40.23
2024-03-31 $1.8M 42k 42.34
2023-12-31 $1.8M 59k 30.32
2023-09-30 $895k 58k 15.50
2023-06-30 $1.1M 50k 22.11
2023-03-31 $1.3M 49k 26.66
2022-12-31 $977k 46k 21.32
2022-09-30 $2.1M 89k 23.86
2022-06-30 $3.1M 71k 43.82
2022-03-31 $7.1M 60k 119.66