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Cherry Tree Wealth Management, LLC: IBDX position timeline

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

Cherry Tree Wealth Management, LLC held 40,295 IBDX 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 40,295 shares
    Change vs previous 13F +19,824 shares

    0.19% of the 13F portfolio, value $1,015,032.

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

  2. period ended2026-03-31
    13F 20,471 shares
    Change vs previous 13F +909 shares

    0.11% of the 13F portfolio, value $517,303.

    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 19,562 shares
    Change vs previous 13F +3,004 shares

    0.11% of the 13F portfolio, value $499,418.

    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 16,558 shares
    Change vs previous 13F +4,285 shares

    0.09% of the 13F portfolio, value $424,216.

    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 12,273 shares
    Change vs previous 13F +3,541 shares

    0.07% of the 13F portfolio, value $310,323.

    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 8,732 shares
    Change vs previous 13F +2,320 shares

    0.05% of the 13F portfolio, value $218,213.

    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 6,412 shares
    Change vs previous 13F +395 shares

    0.04% of the 13F portfolio, value $157,607.

    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 6,017 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $154,698.

    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).