Holdings in TREE
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$805,162 |
15,166 |
+25.4%
|
Shares |
Defined |
2026-02-12 |
| 2025-09-30 |
$783,038 |
12,097 |
-47.9%
|
Shares |
Defined |
2025-11-05 |
| 2025-06-30 |
$860,209 |
23,205 |
+30.2%
|
Shares |
Defined |
2025-08-11 |
| 2025-03-31 |
$896,062 |
17,825 |
-22.3%
|
Shares |
Defined |
2025-04-30 |
| 2024-12-31 |
$888,576 |
22,931 |
+39.0%
|
Shares |
Defined |
2025-02-13 |
| 2024-09-30 |
$957,204 |
16,495 |
+411.8%
|
Shares |
Defined |
2024-11-12 |
| 2020-06-30 |
$933,155 |
3,223 |
+9.9%
|
Shares |
Defined |
2020-08-05 |
| 2020-03-31 |
$537,699 |
2,932 |
—
|
Shares |
Defined |
2020-05-06 |
