Tree shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Tree (TREE) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Tree
Tip: Access up to 7 years of quarterly data
All positions including Tree held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Tree by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $85k | 1.3k | 64.73 |
| 2025-06-30 | $1.1k | 31 | 37.06 |
| 2024-09-30 | $94k | 1.6k | 58.03 |
| 2024-06-30 | $61k | 1.5k | 41.59 |
| 2024-03-31 | $63k | 1.5k | 42.34 |
| 2021-12-31 | $0 | 1 | 0.00 |
| 2021-09-30 | $0 | 1 | 0.00 |
| 2021-03-31 | $16k | 77 | 213.00 |
| 2020-09-30 | $13k | 41 | 317.07 |
More positions owned by Steward Partners Investment Advisory
View all positions for Steward Partners Investment Advisory