Skip to content
Disclosery

Cherry Tree Wealth Management, LLC: SPSB position timeline

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

Cherry Tree Wealth Management, LLC held 732,222 SPSB 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 732,222 shares
    Change vs previous 13F +30,918 shares

    4.13% of the 13F portfolio, value $21,973,997.

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

  2. period ended2026-03-31
    13F 701,304 shares
    Change vs previous 13F +35,687 shares

    4.46% of the 13F portfolio, value $21,088,221.

    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 665,617 shares
    Change vs previous 13F +24,852 shares

    4.24% of the 13F portfolio, value $20,101,643.

    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 640,765 shares
    Change vs previous 13F +29,781 shares

    4.26% of the 13F portfolio, value $19,408,783.

    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 610,984 shares
    Change vs previous 13F -24,296 shares

    4.29% of the 13F portfolio, value $18,445,611.

    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 635,280 shares
    Change vs previous 13F +16,002 shares

    4.61% of the 13F portfolio, value $19,121,934.

    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 619,278 shares
    Change vs previous 13F +514 shares

    4.58% of the 13F portfolio, value $18,491,635.

    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 618,764 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $18,736,168.

    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).