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Cherry Tree Wealth Management, LLC: DFAT position timeline

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

Cherry Tree Wealth Management, LLC held 87,969 DFAT 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 87,969 shares
    Change vs previous 13F -596 shares

    1.16% of the 13F portfolio, value $6,149,001.

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

  2. period ended2026-03-31
    13F 88,565 shares
    Change vs previous 13F -1,993 shares

    1.17% of the 13F portfolio, value $5,530,862.

    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 90,558 shares
    Change vs previous 13F -595 shares

    1.14% of the 13F portfolio, value $5,391,809.

    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 91,153 shares
    Change vs previous 13F -8,358 shares

    1.16% of the 13F portfolio, value $5,306,044.

    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 99,511 shares
    Change vs previous 13F +285 shares

    1.25% of the 13F portfolio, value $5,369,602.

    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 99,226 shares
    Change vs previous 13F -618 shares

    1.23% of the 13F portfolio, value $5,109,158.

    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 99,844 shares
    Change vs previous 13F -3,526 shares

    1.38% of the 13F portfolio, value $5,557,291.

    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 103,370 shares
    Change vs previous 13F not available

    1.36% of the 13F portfolio, value $5,750,494.

    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).