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Cherry Tree Wealth Management, LLC: DFAX position timeline

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

Cherry Tree Wealth Management, LLC held 109,695 DFAX 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 109,695 shares
    Change vs previous 13F -165 shares

    0.76% of the 13F portfolio, value $4,041,152.

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

  2. period ended2026-03-31
    13F 109,860 shares
    Change vs previous 13F +4 shares

    0.79% of the 13F portfolio, value $3,731,932.

    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 109,856 shares
    Change vs previous 13F +2,165 shares

    0.76% of the 13F portfolio, value $3,595,602.

    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 107,691 shares
    Change vs previous 13F +349 shares

    0.74% of the 13F portfolio, value $3,379,337.

    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 107,342 shares
    Change vs previous 13F -616 shares

    0.73% of the 13F portfolio, value $3,152,641.

    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 107,958 shares
    Change vs previous 13F +9,783 shares

    0.68% of the 13F portfolio, value $2,828,500.

    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 98,175 shares
    Change vs previous 13F +1,574 shares

    0.6% of the 13F portfolio, value $2,440,631.

    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 96,601 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,609,194.

    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).