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Cherry Tree Wealth Management, LLC: ITOT position timeline

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

Cherry Tree Wealth Management, LLC held 15,634 ITOT 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 15,634 shares
    Change vs previous 13F -243 shares

    0.48% of the 13F portfolio, value $2,568,198.

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

  2. period ended2026-03-31
    13F 15,877 shares
    Change vs previous 13F -620 shares

    0.48% of the 13F portfolio, value $2,261,362.

    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 16,497 shares
    Change vs previous 13F -186 shares

    0.52% of the 13F portfolio, value $2,452,939.

    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 16,683 shares
    Change vs previous 13F -76 shares

    0.53% of the 13F portfolio, value $2,429,879.

    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 16,759 shares
    Change vs previous 13F +93 shares

    0.53% of the 13F portfolio, value $2,263,136.

    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 16,666 shares
    Change vs previous 13F -185 shares

    0.49% of the 13F portfolio, value $2,033,419.

    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 16,851 shares
    Change vs previous 13F -227 shares

    0.54% of the 13F portfolio, value $2,167,376.

    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 17,078 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,145,339.

    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).