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Cherry Tree Wealth Management, LLC: IBTG position timeline

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

Cherry Tree Wealth Management, LLC held 11,213 IBTG 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 11,213 shares
    Change vs previous 13F -219 shares

    0.05% of the 13F portfolio, value $256,666.

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

  2. period ended2026-03-31
    13F 11,432 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $261,965.

    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 11,432 shares
    Change vs previous 13F +437 shares

    0.06% of the 13F portfolio, value $261,508.

    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 10,995 shares
    Change vs previous 13F +3,933 shares

    0.06% of the 13F portfolio, value $252,336.

    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 7,062 shares
    Change vs previous 13F +526 shares

    0.04% of the 13F portfolio, value $161,932.

    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 6,536 shares
    Change vs previous 13F +2,075 shares

    0.04% of the 13F portfolio, value $149,936.

    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 4,461 shares
    Change vs previous 13F +657 shares

    0.03% of the 13F portfolio, value $101,756.

    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 3,804 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $87,740.

    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).