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Tree shares owned by Smartleaf Asset Management

Quarter-by-quarter ownership of Tree (TREE) shares owned by Smartleaf Asset Management from 13F filings

Historical chart of Smartleaf Asset Management investment in Tree

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All positions including Tree held by Smartleaf Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Smartleaf Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $15k 280 53.29
2025-09-30 $406 6 67.67
2025-06-30 $220 6 36.83

More positions owned by Smartleaf Asset Management

Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
Vanguard World Mega Cap Val Etf (MGV)

View all positions for Smartleaf Asset Management

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
State Street Corporation

View all funds holding Tree