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Cherry Tree Wealth Management, LLC: SPLV position timeline

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

Cherry Tree Wealth Management, LLC held 60,920 SPLV 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 60,920 shares
    Change vs previous 13F -2,991 shares

    0.86% of the 13F portfolio, value $4,562,877.

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

  2. period ended2026-03-31
    13F 63,911 shares
    Change vs previous 13F -3,020 shares

    0.99% of the 13F portfolio, value $4,674,420.

    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 66,931 shares
    Change vs previous 13F -4,314 shares

    1.01% of the 13F portfolio, value $4,780,183.

    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 71,245 shares
    Change vs previous 13F -2,033 shares

    1.15% of the 13F portfolio, value $5,235,052.

    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 73,278 shares
    Change vs previous 13F -2,432 shares

    1.24% of the 13F portfolio, value $5,336,074.

    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 75,710 shares
    Change vs previous 13F -2,353 shares

    1.36% of the 13F portfolio, value $5,657,024.

    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 78,063 shares
    Change vs previous 13F -5,330 shares

    1.35% of the 13F portfolio, value $5,464,384.

    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 83,393 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $5,981,753.

    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).