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Cherry Tree Wealth Management, LLC: IVV position timeline

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

Cherry Tree Wealth Management, LLC held 23,740 IVV 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 23,740 shares
    Change vs previous 13F -103 shares

    3.34% of the 13F portfolio, value $17,778,277.

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

  2. period ended2026-03-31
    13F 23,843 shares
    Change vs previous 13F -372 shares

    3.29% of the 13F portfolio, value $15,574,177.

    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 24,215 shares
    Change vs previous 13F +814 shares

    3.5% of the 13F portfolio, value $16,585,496.

    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 23,401 shares
    Change vs previous 13F +414 shares

    3.44% of the 13F portfolio, value $15,662,224.

    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 22,987 shares
    Change vs previous 13F -118 shares

    3.32% of the 13F portfolio, value $14,272,438.

    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 23,105 shares
    Change vs previous 13F +1,090 shares

    3.13% of the 13F portfolio, value $12,982,931.

    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 22,015 shares
    Change vs previous 13F -935 shares

    3.21% of the 13F portfolio, value $12,959,776.

    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 22,950 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $13,238,242.

    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).