Skip to content
Disclosery

Cherry Tree Wealth Management, LLC: DFIV position timeline

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

Cherry Tree Wealth Management, LLC held 48,562 DFIV 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 48,562 shares
    Change vs previous 13F +16,708 shares

    0.49% of the 13F portfolio, value $2,623,305.

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

  2. period ended2026-03-31
    13F 31,854 shares
    Change vs previous 13F -316 shares

    0.36% of the 13F portfolio, value $1,681,241.

    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 32,170 shares
    Change vs previous 13F -159 shares

    0.34% of the 13F portfolio, value $1,605,270.

    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 32,329 shares
    Change vs previous 13F +333 shares

    0.33% of the 13F portfolio, value $1,491,002.

    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 31,996 shares
    Change vs previous 13F -209 shares

    0.32% of the 13F portfolio, value $1,370,378.

    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 32,205 shares
    Change vs previous 13F -2 shares

    0.31% of the 13F portfolio, value $1,267,579.

    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 32,207 shares
    Change vs previous 13F +34 shares

    0.28% of the 13F portfolio, value $1,142,709.

    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 32,173 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,225,163.

    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).