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Cherry Tree Wealth Management, LLC: SUSB position timeline

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

Cherry Tree Wealth Management, LLC held 7,298 SUSB 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 7,298 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $182,378.

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

  2. period ended2026-03-31
    13F 7,298 shares
    Change vs previous 13F +1,189 shares

    0.04% of the 13F portfolio, value $182,925.

    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 6,109 shares
    Change vs previous 13F -4,381 shares

    0.03% of the 13F portfolio, value $154,192.

    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 10,490 shares
    Change vs previous 13F -798 shares

    0.06% of the 13F portfolio, value $265,502.

    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 11,288 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $284,119.

    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 11,292 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $282,188.

    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 11,292 shares
    Change vs previous 13F -1,804 shares

    0.07% of the 13F portfolio, value $278,913.

    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 13,096 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $329,496.

    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).