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Cherry Tree Wealth Management, LLC: VEA position timeline

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

Cherry Tree Wealth Management, LLC held 302,571 VEA 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 302,571 shares
    Change vs previous 13F +1,105 shares

    4.06% of the 13F portfolio, value $21,558,204.

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

  2. period ended2026-03-31
    13F 301,466 shares
    Change vs previous 13F +2,265 shares

    4.09% of the 13F portfolio, value $19,317,961.

    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 299,201 shares
    Change vs previous 13F +8,873 shares

    3.95% of the 13F portfolio, value $18,691,085.

    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 290,328 shares
    Change vs previous 13F +7,903 shares

    3.82% of the 13F portfolio, value $17,396,440.

    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 282,425 shares
    Change vs previous 13F +809 shares

    3.74% of the 13F portfolio, value $16,101,076.

    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 281,616 shares
    Change vs previous 13F +12,014 shares

    3.45% of the 13F portfolio, value $14,314,519.

    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 269,602 shares
    Change vs previous 13F -601 shares

    3.19% of the 13F portfolio, value $12,892,386.

    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 270,203 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $14,269,412.

    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).