Skip to content
Disclosery

Cherry Tree Wealth Management, LLC: SPIB position timeline

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

Cherry Tree Wealth Management, LLC held 661,145 SPIB 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 661,145 shares
    Change vs previous 13F +11,069 shares

    4.16% of the 13F portfolio, value $22,121,925.

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

  2. period ended2026-03-31
    13F 650,076 shares
    Change vs previous 13F +7,751 shares

    4.61% of the 13F portfolio, value $21,803,543.

    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 642,325 shares
    Change vs previous 13F -22,276 shares

    4.59% of the 13F portfolio, value $21,716,999.

    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 664,601 shares
    Change vs previous 13F -2,653 shares

    4.94% of the 13F portfolio, value $22,523,332.

    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 667,254 shares
    Change vs previous 13F -19,684 shares

    5.21% of the 13F portfolio, value $22,406,386.

    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 686,938 shares
    Change vs previous 13F +7,053 shares

    5.51% of the 13F portfolio, value $22,833,821.

    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 679,885 shares
    Change vs previous 13F -6,635 shares

    5.51% of the 13F portfolio, value $22,273,045.

    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 686,520 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $23,142,601.

    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).