Cherry Tree Wealth Management, LLC: VGK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cherry Tree Wealth Management, LLC on VGK, newest first. How the timeline and the estimate are built.
Cherry Tree Wealth Management, LLC held 1,084 VGK shares at 2026-06-30 per its 13F-HR filed 2026-09-15.
the latest 13F is the newest step
- period ended2026-06-3013F 1,084 sharesChange vs previous 13F +128 shares
0.02% of the 13F portfolio, value $95,978.
13F-HR 0001985414-26-000004 filed by Cherry Tree Wealth Management, LLC
Accepted , ingested - period ended2026-03-3113F 956 sharesChange vs previous 13F +890 shares
0.02% of the 13F portfolio, value $78,804.
13F-HR 0001985414-26-000003 filed by Cherry Tree Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 66 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,519.
13F-HR 0001985414-26-000001 filed by Cherry Tree Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 66 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,267.
13F-HR 0001985414-25-000006 filed by Cherry Tree Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 66 sharesChange vs previous 13F -70 shares
<0.01% of the 13F portfolio, value $5,115.
13F-HR 0001985414-25-000003 filed by Cherry Tree Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 136 sharesChange vs previous 13F +70 shares
<0.01% of the 13F portfolio, value $9,549.
13F-HR 0001985414-25-000002 filed by Cherry Tree Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 66 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $4,190.
13F-HR 0001985414-25-000001 filed by Cherry Tree Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 66 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $4,693.
13F-HR 0001985414-24-000004 filed by Cherry Tree Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).