Skip to content
Disclosery

Cherry Tree Wealth Management, LLC: FNDF position timeline

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

Cherry Tree Wealth Management, LLC held 223,333 FNDF 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 223,333 shares
    Change vs previous 13F +1,129 shares

    2.22% of the 13F portfolio, value $11,783,042.

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

  2. period ended2026-03-31
    13F 222,204 shares
    Change vs previous 13F -10,277 shares

    2.3% of the 13F portfolio, value $10,872,448.

    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 232,481 shares
    Change vs previous 13F +2,959 shares

    2.22% of the 13F portfolio, value $10,510,472.

    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 229,522 shares
    Change vs previous 13F +5,357 shares

    2.16% of the 13F portfolio, value $9,860,271.

    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 224,165 shares
    Change vs previous 13F -911 shares

    2.09% of the 13F portfolio, value $8,971,089.

    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 225,076 shares
    Change vs previous 13F +4,667 shares

    1.96% of the 13F portfolio, value $8,134,255.

    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 220,409 shares
    Change vs previous 13F -1,807 shares

    1.81% of the 13F portfolio, value $7,319,790.

    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 222,216 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $8,304,216.

    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).