Tree shares owned by Private Wealth Management Group
Quarter-by-quarter ownership of Tree (TREE) shares owned by Private Wealth Management Group
from 13F filings
Historical chart of Private Wealth Management Group investment in Tree
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Quarterly reported holdings in Tree by Private Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.5k | 104 | 53.10 |
| 2025-09-30 | $6.7k | 104 | 64.73 |
| 2025-06-30 | $3.9k | 104 | 37.08 |
| 2025-03-31 | $5.2k | 104 | 50.28 |
| 2024-12-31 | $4.0k | 104 | 38.75 |
| 2024-09-30 | $6.0k | 104 | 58.04 |
| 2024-03-31 | $4.4k | 104 | 42.35 |
| 2023-12-31 | $3.2k | 104 | 30.33 |
More positions owned by Private Wealth Management Group
View all positions for Private Wealth Management Group