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Cherry Tree Wealth Management, LLC: DISV position timeline

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

Cherry Tree Wealth Management, LLC held 17,518 DISV 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 17,518 shares
    Change vs previous 13F +685 shares

    0.13% of the 13F portfolio, value $702,998.

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

  2. period ended2026-03-31
    13F 16,833 shares
    Change vs previous 13F -1,342 shares

    0.14% of the 13F portfolio, value $663,894.

    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 18,175 shares
    Change vs previous 13F +709 shares

    0.15% of the 13F portfolio, value $690,650.

    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 17,466 shares
    Change vs previous 13F +4,777 shares

    0.14% of the 13F portfolio, value $623,362.

    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 12,689 shares
    Change vs previous 13F -605 shares

    0.1% of the 13F portfolio, value $417,595.

    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 13,294 shares
    Change vs previous 13F +165 shares

    0.09% of the 13F portfolio, value $387,122.

    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 13,129 shares
    Change vs previous 13F +216 shares

    0.09% of the 13F portfolio, value $348,838.

    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 12,913 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $375,252.

    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).