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Tree shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Tree (TREE) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Tree

Tip: Access up to 7 years of quarterly data

All positions including Tree held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.9k 186 53.09
2020-12-31 $3.0k 11 272.73

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Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Jennison Associates
Blue Grotto Capital
Ameriprise Financial
Punch & Associates Investment Management
Emerald Advisers
Citadel Advisors
Jacobs Levy Equity Management
Millennium Management
Renaissance Technologies
Geode Capital Management
Dimensional Fund Advisors
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