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 csv Download as ExcelQuarterly 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 |