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Cherry Tree Wealth Management, LLC: MSFT position timeline

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

Cherry Tree Wealth Management, LLC held 7,750 MSFT 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 7,750 shares
    Change vs previous 13F -235 shares

    0.54% of the 13F portfolio, value $2,890,878.

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

  2. period ended2026-03-31
    13F 7,985 shares
    Change vs previous 13F +8 shares

    0.63% of the 13F portfolio, value $2,955,780.

    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 7,977 shares
    Change vs previous 13F +357 shares

    0.81% of the 13F portfolio, value $3,857,801.

    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 7,620 shares
    Change vs previous 13F -69 shares

    0.87% of the 13F portfolio, value $3,946,741.

    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 7,689 shares
    Change vs previous 13F -168 shares

    0.89% of the 13F portfolio, value $3,824,549.

    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 7,857 shares
    Change vs previous 13F +7 shares

    0.71% of the 13F portfolio, value $2,949,412.

    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 7,850 shares
    Change vs previous 13F -52 shares

    0.82% of the 13F portfolio, value $3,308,744.

    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 7,902 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $3,400,199.

    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).