Skip to content
Disclosery

Cherry Tree Wealth Management, LLC: IBDV position timeline

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

Cherry Tree Wealth Management, LLC held 81,593 IBDV 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 81,593 shares
    Change vs previous 13F +6,973 shares

    0.33% of the 13F portfolio, value $1,778,726.

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

  2. period ended2026-03-31
    13F 74,620 shares
    Change vs previous 13F +1,860 shares

    0.35% of the 13F portfolio, value $1,633,431.

    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 72,760 shares
    Change vs previous 13F +3,806 shares

    0.34% of the 13F portfolio, value $1,605,812.

    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 68,954 shares
    Change vs previous 13F +291 shares

    0.34% of the 13F portfolio, value $1,527,330.

    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 68,663 shares
    Change vs previous 13F +6,023 shares

    0.35% of the 13F portfolio, value $1,509,212.

    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 62,640 shares
    Change vs previous 13F +4,595 shares

    0.33% of the 13F portfolio, value $1,360,540.

    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 58,045 shares
    Change vs previous 13F +6,146 shares

    0.31% of the 13F portfolio, value $1,239,840.

    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 51,899 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,150,592.

    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).