New Age Alpha Advisors, LLC TREE β€” LendingTree, Inc.

Ownership history in New Age Alpha Advisors, LLC  Β·  4 quarters on record

AI Ownership Summary

New Age Alpha Advisors, LLC reported LendingTree, Inc. (TREE) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows TREE at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TREE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Age Alpha Advisors, LLC's position in LendingTree, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TREE was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TREE stock page New Age Alpha Advisors, LLC fund profile New Age Alpha Advisors, LLC full holdings
How New Age Alpha Advisors, LLC held TREE β€” position size vs. price
% of Fund (quarterly)    TREE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 1,032 -52 -4.8% 0.00% $67K 2025-11-12 $51.83
2025 Q2 ADDED β€” β€” β€” 1,084 +38 +3.6% 0.00% $40K 2025-08-11 $55.31
2025 Q1 ADDED β€” β€” β€” 1,046 +107 +11.4% 0.00% $53K 2025-05-09 $38.70
2024 Q4 INITIATED β€” β€” β€” 939 β€” β€” 0.00% $36K 2025-02-12 $44.46

🏒 Other funds also holding TREE

As of 2026 Q1 β€” sorted by position size

Intellectus Partners, LLC 3Y 7Y 0.29% ACORN FINANCIAL ADVISORY SERVICES INC /ADV 3Y 0.04% EVOLVE PRIVATE WEALTH, LLC 0.03% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.03% Cornerstone Wealth Management, LLC 3Y 7Y 0.02% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01% Assenagon Asset Management S.A. 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% Private Wealth Management Group, LLC 0.0%

FAQ About New Age Alpha Advisors, LLC and TREE

These are the practical questions this page is built to answer before you even open the full history table.

How long has New Age Alpha Advisors, LLC reported owning TREE?

New Age Alpha Advisors, LLC reported TREE across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported TREE position in New Age Alpha Advisors, LLC's portfolio?

The largest reported portfolio weight for TREE was 0.00% in 2025 Q3.

What is the latest reported TREE position on this page?

The most recent filing on this page is 2025 Q3, when New Age Alpha Advisors, LLC reported 1,032 shares, equal to 0.00% of portfolio, with an estimated market value of $67K.

What does the chart on this TREE ownership page compare?

The chart compares New Age Alpha Advisors, LLC's quarterly TREE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did New Age Alpha Advisors, LLC time their TREE position?

Based on 13F filing dates vs. subsequent TREE price moves, New Age Alpha Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TREE relative to SPY over the holding period was +12.1%.

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