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Cherry Tree Wealth Management, LLC: AVUV position timeline

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

Cherry Tree Wealth Management, LLC held 41,430 AVUV 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 41,430 shares
    Change vs previous 13F +5,528 shares

    0.97% of the 13F portfolio, value $5,168,840.

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

  2. period ended2026-03-31
    13F 35,902 shares
    Change vs previous 13F +279 shares

    0.84% of the 13F portfolio, value $3,966,091.

    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 35,623 shares
    Change vs previous 13F +1,849 shares

    0.77% of the 13F portfolio, value $3,632,814.

    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 33,774 shares
    Change vs previous 13F +2,962 shares

    0.74% of the 13F portfolio, value $3,361,508.

    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 30,812 shares
    Change vs previous 13F +1,479 shares

    0.65% of the 13F portfolio, value $2,806,943.

    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 29,333 shares
    Change vs previous 13F +575 shares

    0.62% of the 13F portfolio, value $2,556,982.

    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 28,758 shares
    Change vs previous 13F +140 shares

    0.69% of the 13F portfolio, value $2,776,047.

    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 28,618 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,745,904.

    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).