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Cherry Tree Wealth Management, LLC: VCSH position timeline

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

Cherry Tree Wealth Management, LLC held 137,063 VCSH 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 137,063 shares
    Change vs previous 13F -1,393 shares

    2.04% of the 13F portfolio, value $10,832,103.

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

  2. period ended2026-03-31
    13F 138,456 shares
    Change vs previous 13F +1,616 shares

    2.32% of the 13F portfolio, value $10,975,400.

    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 136,840 shares
    Change vs previous 13F +301 shares

    2.3% of the 13F portfolio, value $10,910,227.

    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 136,539 shares
    Change vs previous 13F +3,586 shares

    2.4% of the 13F portfolio, value $10,913,590.

    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 132,953 shares
    Change vs previous 13F -2,184 shares

    2.46% of the 13F portfolio, value $10,569,750.

    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 135,137 shares
    Change vs previous 13F -361 shares

    2.57% of the 13F portfolio, value $10,667,736.

    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 135,498 shares
    Change vs previous 13F -1,854 shares

    2.62% of the 13F portfolio, value $10,570,234.

    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 137,352 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $10,908,469.

    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).