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Cherry Tree Wealth Management, LLC: NVDA position timeline

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

Cherry Tree Wealth Management, LLC held 8,163 NVDA 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 8,163 shares
    Change vs previous 13F -907 shares

    0.31% of the 13F portfolio, value $1,633,361.

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

  2. period ended2026-03-31
    13F 9,070 shares
    Change vs previous 13F -494 shares

    0.33% of the 13F portfolio, value $1,581,808.

    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 9,564 shares
    Change vs previous 13F +2,126 shares

    0.38% of the 13F portfolio, value $1,783,686.

    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 7,438 shares
    Change vs previous 13F -508 shares

    0.3% of the 13F portfolio, value $1,387,783.

    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 7,946 shares
    Change vs previous 13F -487 shares

    0.29% of the 13F portfolio, value $1,255,389.

    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 8,433 shares
    Change vs previous 13F -731 shares

    0.22% of the 13F portfolio, value $914,012.

    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 9,164 shares
    Change vs previous 13F -256 shares

    0.3% of the 13F portfolio, value $1,230,687.

    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 9,420 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,144,013.

    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).