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Cherry Tree Wealth Management, LLC: IBDU position timeline

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

Cherry Tree Wealth Management, LLC held 214,268 IBDU 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 214,268 shares
    Change vs previous 13F +18,633 shares

    0.93% of the 13F portfolio, value $4,962,459.

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

  2. period ended2026-03-31
    13F 195,635 shares
    Change vs previous 13F -612 shares

    0.96% of the 13F portfolio, value $4,550,481.

    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 196,247 shares
    Change vs previous 13F +720 shares

    0.97% of the 13F portfolio, value $4,593,167.

    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 195,527 shares
    Change vs previous 13F +4,856 shares

    1.01% of the 13F portfolio, value $4,589,025.

    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 190,671 shares
    Change vs previous 13F -3,262 shares

    1.03% of the 13F portfolio, value $4,448,351.

    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 193,933 shares
    Change vs previous 13F +20,932 shares

    1.08% of the 13F portfolio, value $4,485,674.

    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 173,001 shares
    Change vs previous 13F +28,700 shares

    0.98% of the 13F portfolio, value $3,944,429.

    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 144,301 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,392,507.

    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).