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Cherry Tree Wealth Management, LLC: BSV position timeline

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

Cherry Tree Wealth Management, LLC held 140,590 BSV 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 140,590 shares
    Change vs previous 13F +7,150 shares

    2.06% of the 13F portfolio, value $10,953,403.

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

  2. period ended2026-03-31
    13F 133,440 shares
    Change vs previous 13F +3,884 shares

    2.21% of the 13F portfolio, value $10,463,016.

    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 129,556 shares
    Change vs previous 13F +9,685 shares

    2.16% of the 13F portfolio, value $10,210,297.

    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 119,871 shares
    Change vs previous 13F +6,762 shares

    2.08% of the 13F portfolio, value $9,459,054.

    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 113,109 shares
    Change vs previous 13F -1,486 shares

    2.07% of the 13F portfolio, value $8,901,640.

    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 114,595 shares
    Change vs previous 13F +4,339 shares

    2.16% of the 13F portfolio, value $8,970,522.

    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 110,256 shares
    Change vs previous 13F -5,478 shares

    2.11% of the 13F portfolio, value $8,519,488.

    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 115,734 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $9,107,121.

    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).