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Tree shares owned by Jones Financial Companies, L.L

Quarter-by-quarter ownership of Tree (TREE) shares owned by Jones Financial Companies, L.L from 13F filings

Historical chart of Jones Financial Companies, L.L investment in Tree

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All positions including Tree held by Jones Financial Companies, L.L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tree by Jones Financial Companies, L.L

Quarter filed Position value Share count Share price at filing
2025-09-30 $49k 695 70.56
2025-06-30 $24k 645 36.95
2025-03-31 $28k 553 51.41
2024-12-31 $12k 300 38.75
2024-09-30 $4.8k 85 56.42

More positions owned by Jones Financial Companies, L.L

Vanguard Index Tr ETFs (VUG)
Ishares Core Us Aggregate Bond ETFs (AGG)
Ishares Core S&p 500 Etf ETFs (IVV)
Vanguard Index Tr ETFs (VTV)
Vanguard S&p 500 Etf ETFs (VOO)
Ishares Trust Core Msci Eafe ETFs (IEFA)
Ishares Russell Midcap ETFs (IWR)
Vanguard Mid Cap Etf ETFs (VO)
Vanguard Index Trust ETFs (VV)
Ishares Russell 1000 ETFs (IWB)
Spdr Portfolio Large Cap Etf ETFs (SPLG)
Ishares Core Total Usd Bond ETFs (IUSB)
Vanguard Ftse Developed ETFs (VEA)
Ishares Broad Usd High Yield ETFs (USHY)
Ishares Core S&p Small Cap Etf ETFs (IJR)

View all positions for Jones Financial Companies, L.L

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Vanguard Group
Ameriprise Financial
Renaissance Technologies
Emerald Advisers
Blue Grotto Capital
Punch & Associates Investment Management
Citadel Advisors
Jacobs Levy Equity Management
Millennium Management
Jane Street
Geode Capital Management
Arrowstreet Capital, Limited Partnership
Susquehanna International

View all funds holding Tree