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Cherry Tree Wealth Management, LLC: IBDR position timeline

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

Cherry Tree Wealth Management, LLC held 28,589 IBDR 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 28,589 shares
    Change vs previous 13F -781 shares

    0.13% of the 13F portfolio, value $692,712.

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

  2. period ended2026-03-31
    13F 29,370 shares
    Change vs previous 13F -11,204 shares

    0.15% of the 13F portfolio, value $711,929.

    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 40,574 shares
    Change vs previous 13F +4,007 shares

    0.21% of the 13F portfolio, value $983,109.

    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 36,567 shares
    Change vs previous 13F -1,696 shares

    0.2% of the 13F portfolio, value $888,579.

    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 38,263 shares
    Change vs previous 13F -13,319 shares

    0.22% of the 13F portfolio, value $927,878.

    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 51,582 shares
    Change vs previous 13F +3,895 shares

    0.3% of the 13F portfolio, value $1,248,801.

    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 47,687 shares
    Change vs previous 13F +972 shares

    0.28% of the 13F portfolio, value $1,147,827.

    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 46,715 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,135,175.

    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).