Skip to content
Disclosery

Cherry Tree Wealth Management, LLC: JEPI position timeline

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

Cherry Tree Wealth Management, LLC held 35,416 JEPI 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 35,416 shares
    Change vs previous 13F -6,443 shares

    0.38% of the 13F portfolio, value $2,000,298.

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

  2. period ended2026-03-31
    13F 41,859 shares
    Change vs previous 13F -7,205 shares

    0.5% of the 13F portfolio, value $2,372,575.

    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 49,064 shares
    Change vs previous 13F -10 shares

    0.59% of the 13F portfolio, value $2,808,420.

    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 49,074 shares
    Change vs previous 13F -122 shares

    0.62% of the 13F portfolio, value $2,802,127.

    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 49,196 shares
    Change vs previous 13F +597 shares

    0.65% of the 13F portfolio, value $2,796,787.

    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 48,599 shares
    Change vs previous 13F +17,119 shares

    0.67% of the 13F portfolio, value $2,776,944.

    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 31,480 shares
    Change vs previous 13F -1,161 shares

    0.45% of the 13F portfolio, value $1,811,045.

    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 32,641 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,942,466.

    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).