Skip to content
Disclosery

Cherry Tree Wealth Management, LLC: FLRN position timeline

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

Cherry Tree Wealth Management, LLC held 378,098 FLRN 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 378,098 shares
    Change vs previous 13F -57,848 shares

    2.19% of the 13F portfolio, value $11,664,321.

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

  2. period ended2026-03-31
    13F 435,946 shares
    Change vs previous 13F +10,104 shares

    2.84% of the 13F portfolio, value $13,418,423.

    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 425,842 shares
    Change vs previous 13F +9,778 shares

    2.76% of the 13F portfolio, value $13,086,124.

    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 416,064 shares
    Change vs previous 13F +14,010 shares

    2.82% of the 13F portfolio, value $12,839,728.

    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 402,054 shares
    Change vs previous 13F +1,903 shares

    2.88% of the 13F portfolio, value $12,395,339.

    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 400,151 shares
    Change vs previous 13F +42,194 shares

    2.97% of the 13F portfolio, value $12,332,667.

    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 357,957 shares
    Change vs previous 13F -4,920 shares

    2.72% of the 13F portfolio, value $11,000,032.

    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 362,877 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $11,194,744.

    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).