Skip to content
Disclosery

Cherry Tree Wealth Management, LLC: DFGR position timeline

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

Cherry Tree Wealth Management, LLC held 185,748 DFGR 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 185,748 shares
    Change vs previous 13F +28,301 shares

    1.01% of the 13F portfolio, value $5,381,129.

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

  2. period ended2026-03-31
    13F 157,447 shares
    Change vs previous 13F +6,901 shares

    0.89% of the 13F portfolio, value $4,184,948.

    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 150,546 shares
    Change vs previous 13F +5,635 shares

    0.84% of the 13F portfolio, value $3,977,435.

    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 144,911 shares
    Change vs previous 13F +14,282 shares

    0.87% of the 13F portfolio, value $3,957,521.

    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 130,629 shares
    Change vs previous 13F +3,423 shares

    0.81% of the 13F portfolio, value $3,504,787.

    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 127,206 shares
    Change vs previous 13F +2,416 shares

    0.81% of the 13F portfolio, value $3,340,430.

    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 124,790 shares
    Change vs previous 13F +4,338 shares

    0.79% of the 13F portfolio, value $3,187,127.

    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 120,452 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $3,476,255.

    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).