Skip to content
Disclosery

Cherry Tree Wealth Management, LLC: PGX position timeline

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

Cherry Tree Wealth Management, LLC held 55,673 PGX 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 55,673 shares
    Change vs previous 13F -9,453 shares

    0.11% of the 13F portfolio, value $603,501.

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

  2. period ended2026-03-31
    13F 65,126 shares
    Change vs previous 13F -4,476 shares

    0.15% of the 13F portfolio, value $708,572.

    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 69,602 shares
    Change vs previous 13F -14,763 shares

    0.17% of the 13F portfolio, value $782,327.

    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 84,365 shares
    Change vs previous 13F -39,018 shares

    0.21% of the 13F portfolio, value $978,633.

    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 123,383 shares
    Change vs previous 13F -7,737 shares

    0.32% of the 13F portfolio, value $1,373,253.

    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 131,120 shares
    Change vs previous 13F -364,752 shares

    0.35% of the 13F portfolio, value $1,471,170.

    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 495,872 shares
    Change vs previous 13F +4,135 shares

    1.42% of the 13F portfolio, value $5,717,408.

    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 491,737 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $6,072,950.

    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).