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Cherry Tree Wealth Management, LLC: AVEM position timeline

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

Cherry Tree Wealth Management, LLC held 76,432 AVEM 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 76,432 shares
    Change vs previous 13F +3,181 shares

    1.39% of the 13F portfolio, value $7,374,897.

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

  2. period ended2026-03-31
    13F 73,251 shares
    Change vs previous 13F -1,468 shares

    1.25% of the 13F portfolio, value $5,902,583.

    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 74,719 shares
    Change vs previous 13F +1,038 shares

    1.22% of the 13F portfolio, value $5,754,846.

    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 73,681 shares
    Change vs previous 13F +4,103 shares

    1.21% of the 13F portfolio, value $5,534,167.

    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 69,578 shares
    Change vs previous 13F +1,385 shares

    1.11% of the 13F portfolio, value $4,768,864.

    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 68,193 shares
    Change vs previous 13F +1,261 shares

    0.99% of the 13F portfolio, value $4,103,159.

    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 66,932 shares
    Change vs previous 13F -646 shares

    0.97% of the 13F portfolio, value $3,934,919.

    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 67,578 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $4,365,519.

    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).