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Cherry Tree Wealth Management, LLC: FNDC position timeline

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

Cherry Tree Wealth Management, LLC held 195,984 FNDC 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 195,984 shares
    Change vs previous 13F +15,672 shares

    1.79% of the 13F portfolio, value $9,516,975.

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

  2. period ended2026-03-31
    13F 180,312 shares
    Change vs previous 13F -1,433 shares

    1.77% of the 13F portfolio, value $8,359,279.

    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 181,745 shares
    Change vs previous 13F +2,227 shares

    1.71% of the 13F portfolio, value $8,096,753.

    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 179,518 shares
    Change vs previous 13F +5,445 shares

    1.75% of the 13F portfolio, value $7,990,359.

    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 174,073 shares
    Change vs previous 13F -5,705 shares

    1.7% of the 13F portfolio, value $7,319,782.

    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 179,778 shares
    Change vs previous 13F +3,823 shares

    1.57% of the 13F portfolio, value $6,507,981.

    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 175,955 shares
    Change vs previous 13F -433 shares

    1.49% of the 13F portfolio, value $6,007,120.

    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 176,388 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $6,729,190.

    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).