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Cherry Tree Wealth Management, LLC: DFAS position timeline

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

Cherry Tree Wealth Management, LLC held 27,328 DFAS 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 27,328 shares
    Change vs previous 13F +1,014 shares

    0.42% of the 13F portfolio, value $2,250,188.

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

  2. period ended2026-03-31
    13F 26,314 shares
    Change vs previous 13F +82 shares

    0.4% of the 13F portfolio, value $1,871,715.

    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 26,232 shares
    Change vs previous 13F -241 shares

    0.39% of the 13F portfolio, value $1,827,584.

    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 26,473 shares
    Change vs previous 13F +2,785 shares

    0.4% of the 13F portfolio, value $1,812,342.

    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 23,688 shares
    Change vs previous 13F -1,785 shares

    0.35% of the 13F portfolio, value $1,509,163.

    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 25,473 shares
    Change vs previous 13F +517 shares

    0.37% of the 13F portfolio, value $1,522,012.

    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 24,956 shares
    Change vs previous 13F +220 shares

    0.4% of the 13F portfolio, value $1,624,126.

    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 24,736 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,604,377.

    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).