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Cherry Tree Wealth Management, LLC: JEPQ position timeline

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

Cherry Tree Wealth Management, LLC held 17,780 JEPQ 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 17,780 shares
    Change vs previous 13F +1,575 shares

    0.21% of the 13F portfolio, value $1,092,777.

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

  2. period ended2026-03-31
    13F 16,205 shares
    Change vs previous 13F -1,474 shares

    0.19% of the 13F portfolio, value $899,700.

    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 17,679 shares
    Change vs previous 13F -389 shares

    0.22% of the 13F portfolio, value $1,027,499.

    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 18,068 shares
    Change vs previous 13F +284 shares

    0.23% of the 13F portfolio, value $1,039,298.

    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 17,784 shares
    Change vs previous 13F +236 shares

    0.22% of the 13F portfolio, value $967,456.

    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 17,548 shares
    Change vs previous 13F +11,563 shares

    0.22% of the 13F portfolio, value $908,659.

    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 5,985 shares
    Change vs previous 13F -115 shares

    0.08% of the 13F portfolio, value $337,435.

    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 6,100 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $335,073.

    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).