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Cherry Tree Wealth Management, LLC: VBR position timeline

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

Cherry Tree Wealth Management, LLC held 55,851 VBR 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 55,851 shares
    Change vs previous 13F -291 shares

    2.55% of the 13F portfolio, value $13,571,300.

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

  2. period ended2026-03-31
    13F 56,142 shares
    Change vs previous 13F -2,463 shares

    2.58% of the 13F portfolio, value $12,196,880.

    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 58,605 shares
    Change vs previous 13F +203 shares

    2.62% of the 13F portfolio, value $12,411,918.

    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 58,402 shares
    Change vs previous 13F +1,004 shares

    2.68% of the 13F portfolio, value $12,188,997.

    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 57,398 shares
    Change vs previous 13F -238 shares

    2.6% of the 13F portfolio, value $11,193,105.

    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 57,636 shares
    Change vs previous 13F +310 shares

    2.59% of the 13F portfolio, value $10,736,935.

    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 57,326 shares
    Change vs previous 13F -354 shares

    2.81% of the 13F portfolio, value $11,360,960.

    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 57,680 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $11,581,011.

    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).