Skip to content
Disclosery

Cherry Tree Wealth Management, LLC: RSP position timeline

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

Cherry Tree Wealth Management, LLC held 35,492 RSP 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 35,492 shares
    Change vs previous 13F +1,800 shares

    1.42% of the 13F portfolio, value $7,551,675.

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

  2. period ended2026-03-31
    13F 33,692 shares
    Change vs previous 13F +689 shares

    1.37% of the 13F portfolio, value $6,466,242.

    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 33,003 shares
    Change vs previous 13F +2,476 shares

    1.33% of the 13F portfolio, value $6,322,127.

    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 30,527 shares
    Change vs previous 13F +464 shares

    1.27% of the 13F portfolio, value $5,790,880.

    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 30,063 shares
    Change vs previous 13F -1,060 shares

    1.27% of the 13F portfolio, value $5,463,562.

    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 31,123 shares
    Change vs previous 13F +866 shares

    1.3% of the 13F portfolio, value $5,391,386.

    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 30,257 shares
    Change vs previous 13F +3,581 shares

    1.31% of the 13F portfolio, value $5,301,858.

    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 26,676 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $4,779,360.

    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).