Skip to content

Cherry Tree Wealth Management, LLC: VEU position timeline

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

Cherry Tree Wealth Management, LLC held 138,239 VEU 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 138,239 shares
    Change vs previous 13F -870 shares

    2.18% of the 13F portfolio, value $11,577,492.

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

  2. period ended2026-03-31
    13F 139,109 shares
    Change vs previous 13F -2,268 shares

    2.21% of the 13F portfolio, value $10,447,097.

    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 141,377 shares
    Change vs previous 13F -282 shares

    2.2% of the 13F portfolio, value $10,399,709.

    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 141,659 shares
    Change vs previous 13F -590 shares

    2.22% of the 13F portfolio, value $10,110,216.

    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 142,249 shares
    Change vs previous 13F -4,703 shares

    2.22% of the 13F portfolio, value $9,562,001.

    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 146,952 shares
    Change vs previous 13F -45 shares

    2.15% of the 13F portfolio, value $8,914,131.

    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 146,997 shares
    Change vs previous 13F -1,006 shares

    2.09% of the 13F portfolio, value $8,439,102.

    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 148,003 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $9,324,171.

    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).