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Cherry Tree Wealth Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cherry Tree Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Cherry Tree Wealth Management, LLC held 12,773 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-09-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,773 shares
    Change vs previous 13F -323 shares

    0.7% of the 13F portfolio, value $3,695,920.

    13F-HR 0001985414-26-000004 filed by Cherry Tree Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 13,096 shares
    Change vs previous 13F -187 shares

    0.7% of the 13F portfolio, value $3,323,568.

    13F-HR 0001985414-26-000003 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,283 shares
    Change vs previous 13F +247 shares

    0.76% of the 13F portfolio, value $3,611,033.

    13F-HR 0001985414-26-000001 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,036 shares
    Change vs previous 13F -408 shares

    0.73% of the 13F portfolio, value $3,319,245.

    13F-HR 0001985414-25-000006 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,444 shares
    Change vs previous 13F -332 shares

    0.64% of the 13F portfolio, value $2,758,352.

    13F-HR 0001985414-25-000003 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 13,776 shares
    Change vs previous 13F -463 shares

    0.74% of the 13F portfolio, value $3,059,956.

    13F-HR 0001985414-25-000002 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,239 shares
    Change vs previous 13F +255 shares

    0.88% of the 13F portfolio, value $3,565,798.

    13F-HR 0001985414-25-000001 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,984 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,258,235.

    13F-HR 0001985414-24-000004 filed by Cherry Tree Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).