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Cherry Tree Wealth Management, LLC: AGG position timeline

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

Cherry Tree Wealth Management, LLC held 21,570 AGG 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 21,570 shares
    Change vs previous 13F -616 shares

    0.4% of the 13F portfolio, value $2,135,014.

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

  2. period ended2026-03-31
    13F 22,186 shares
    Change vs previous 13F +414 shares

    0.47% of the 13F portfolio, value $2,202,388.

    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 21,772 shares
    Change vs previous 13F -3,977 shares

    0.46% of the 13F portfolio, value $2,174,551.

    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 25,749 shares
    Change vs previous 13F -138 shares

    0.57% of the 13F portfolio, value $2,581,360.

    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 25,887 shares
    Change vs previous 13F -1,372 shares

    0.6% of the 13F portfolio, value $2,567,982.

    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 27,259 shares
    Change vs previous 13F +546 shares

    0.65% of the 13F portfolio, value $2,696,422.

    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 26,713 shares
    Change vs previous 13F -884 shares

    0.64% of the 13F portfolio, value $2,588,531.

    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 27,597 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,794,752.

    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).