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Cherry Tree Wealth Management, LLC: IBTI position timeline

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

Cherry Tree Wealth Management, LLC held 6,040 IBTI 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 6,040 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $133,720.

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

  2. period ended2026-03-31
    13F 6,040 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $134,584.

    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 6,040 shares
    Change vs previous 13F +1,923 shares

    0.03% of the 13F portfolio, value $135,079.

    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 4,117 shares
    Change vs previous 13F -446 shares

    0.02% of the 13F portfolio, value $92,154.

    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 4,563 shares
    Change vs previous 13F +541 shares

    0.02% of the 13F portfolio, value $102,023.

    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 4,022 shares
    Change vs previous 13F +1,691 shares

    0.02% of the 13F portfolio, value $89,484.

    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 2,331 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $51,052.

    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 2,317 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $52,145.

    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).