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Cherry Tree Wealth Management, LLC: IBDS position timeline

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

Cherry Tree Wealth Management, LLC held 170,097 IBDS 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 170,097 shares
    Change vs previous 13F -1,096 shares

    0.78% of the 13F portfolio, value $4,119,756.

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

  2. period ended2026-03-31
    13F 171,193 shares
    Change vs previous 13F -2,856 shares

    0.88% of the 13F portfolio, value $4,149,725.

    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 174,049 shares
    Change vs previous 13F +2,154 shares

    0.89% of the 13F portfolio, value $4,225,916.

    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 171,895 shares
    Change vs previous 13F -1,488 shares

    0.92% of the 13F portfolio, value $4,183,931.

    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 173,383 shares
    Change vs previous 13F +3,093 shares

    0.98% of the 13F portfolio, value $4,208,012.

    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 170,290 shares
    Change vs previous 13F +8,722 shares

    0.99% of the 13F portfolio, value $4,117,619.

    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 161,568 shares
    Change vs previous 13F +9,981 shares

    0.96% of the 13F portfolio, value $3,871,176.

    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 151,587 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $3,694,173.

    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).