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Cherry Tree Wealth Management, LLC: VGIT position timeline

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

Cherry Tree Wealth Management, LLC held 29,709 VGIT 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 29,709 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,752,237.

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

  2. period ended2026-03-31
    13F 29,709 shares
    Change vs previous 13F +1,137 shares

    0.37% of the 13F portfolio, value $1,769,171.

    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 28,572 shares
    Change vs previous 13F -199 shares

    0.36% of the 13F portfolio, value $1,712,320.

    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 28,771 shares
    Change vs previous 13F -742 shares

    0.38% of the 13F portfolio, value $1,727,124.

    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 29,513 shares
    Change vs previous 13F -2,180 shares

    0.41% of the 13F portfolio, value $1,765,173.

    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 31,693 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,882,565.

    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 31,693 shares
    Change vs previous 13F -9,189 shares

    0.45% of the 13F portfolio, value $1,838,194.

    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 40,882 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,470,091.

    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).