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Cherry Tree Wealth Management, LLC: JPST position timeline

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

Cherry Tree Wealth Management, LLC held 43,025 JPST 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 43,025 shares
    Change vs previous 13F +4,984 shares

    0.41% of the 13F portfolio, value $2,175,800.

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

  2. period ended2026-03-31
    13F 38,041 shares
    Change vs previous 13F +3,167 shares

    0.41% of the 13F portfolio, value $1,925,280.

    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 34,874 shares
    Change vs previous 13F +9,365 shares

    0.37% of the 13F portfolio, value $1,764,301.

    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 25,509 shares
    Change vs previous 13F +3,021 shares

    0.28% of the 13F portfolio, value $1,294,097.

    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 22,488 shares
    Change vs previous 13F +533 shares

    0.26% of the 13F portfolio, value $1,139,717.

    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 21,955 shares
    Change vs previous 13F +1,463 shares

    0.27% of the 13F portfolio, value $1,111,582.

    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 20,492 shares
    Change vs previous 13F +2,109 shares

    0.26% of the 13F portfolio, value $1,032,183.

    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 18,383 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $932,754.

    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).