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Cherry Tree Wealth Management, LLC: IBDT position timeline

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

Cherry Tree Wealth Management, LLC held 237,065 IBDT 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 237,065 shares
    Change vs previous 13F +3,679 shares

    1.13% of the 13F portfolio, value $5,985,881.

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

  2. period ended2026-03-31
    13F 233,386 shares
    Change vs previous 13F +784 shares

    1.25% of the 13F portfolio, value $5,911,680.

    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 232,602 shares
    Change vs previous 13F +11,768 shares

    1.25% of the 13F portfolio, value $5,920,897.

    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 220,834 shares
    Change vs previous 13F +2,436 shares

    1.24% of the 13F portfolio, value $5,635,697.

    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 218,398 shares
    Change vs previous 13F -1,328 shares

    1.29% of the 13F portfolio, value $5,551,690.

    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 219,726 shares
    Change vs previous 13F +9,749 shares

    1.34% of the 13F portfolio, value $5,550,292.

    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 209,977 shares
    Change vs previous 13F +32,115 shares

    1.29% of the 13F portfolio, value $5,228,440.

    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 177,862 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $4,540,815.

    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).