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Cherry Tree Wealth Management, LLC: GDX position timeline

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

Cherry Tree Wealth Management, LLC held 2,330 GDX 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 2,330 shares
    Change vs previous 13F +1,792 shares

    0.03% of the 13F portfolio, value $175,799.

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

  2. period ended2026-03-31
    13F 538 shares
    Change vs previous 13F -7,497 shares

    0.01% of the 13F portfolio, value $49,373.

    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 8,035 shares
    Change vs previous 13F -2 shares

    0.15% of the 13F portfolio, value $689,162.

    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 8,037 shares
    Change vs previous 13F -2,074 shares

    0.13% of the 13F portfolio, value $614,027.

    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 10,111 shares
    Change vs previous 13F -400 shares

    0.12% of the 13F portfolio, value $526,379.

    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 10,511 shares
    Change vs previous 13F -2,961 shares

    0.12% of the 13F portfolio, value $483,191.

    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 13,472 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $456,836.

    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 13,472 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $536,456.

    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).