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Cherry Tree Wealth Management, LLC: IBTH position timeline

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

Cherry Tree Wealth Management, LLC held 9,875 IBTH 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 9,875 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $220,909.

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

  2. period ended2026-03-31
    13F 9,875 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $221,502.

    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 9,875 shares
    Change vs previous 13F +445 shares

    0.05% of the 13F portfolio, value $221,897.

    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 9,430 shares
    Change vs previous 13F +3,792 shares

    0.05% of the 13F portfolio, value $212,369.

    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 5,638 shares
    Change vs previous 13F +537 shares

    0.03% of the 13F portfolio, value $126,804.

    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 5,101 shares
    Change vs previous 13F +673 shares

    0.03% of the 13F portfolio, value $114,370.

    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 4,428 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $98,292.

    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 4,414 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $99,917.

    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).