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Cherry Tree Wealth Management, LLC: DFAC position timeline

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

Cherry Tree Wealth Management, LLC held 300,502 DFAC 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 300,502 shares
    Change vs previous 13F -3,483 shares

    2.51% of the 13F portfolio, value $13,330,288.

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

  2. period ended2026-03-31
    13F 303,985 shares
    Change vs previous 13F -7,268 shares

    2.5% of the 13F portfolio, value $11,812,842.

    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 311,253 shares
    Change vs previous 13F -5,727 shares

    2.6% of the 13F portfolio, value $12,322,516.

    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 316,980 shares
    Change vs previous 13F -19,044 shares

    2.68% of the 13F portfolio, value $12,225,903.

    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 336,024 shares
    Change vs previous 13F +1,760 shares

    2.8% of the 13F portfolio, value $12,043,087.

    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 334,264 shares
    Change vs previous 13F +1,584 shares

    2.66% of the 13F portfolio, value $11,027,373.

    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 332,680 shares
    Change vs previous 13F -11,358 shares

    2.85% of the 13F portfolio, value $11,507,413.

    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 344,038 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $11,797,053.

    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).