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Cherry Tree Wealth Management, LLC: VNQ position timeline

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

Cherry Tree Wealth Management, LLC held 54,571 VNQ 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 54,571 shares
    Change vs previous 13F +344 shares

    0.99% of the 13F portfolio, value $5,262,247.

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

  2. period ended2026-03-31
    13F 54,227 shares
    Change vs previous 13F +2,423 shares

    1.02% of the 13F portfolio, value $4,809,907.

    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 51,804 shares
    Change vs previous 13F +919 shares

    0.97% of the 13F portfolio, value $4,584,135.

    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 50,885 shares
    Change vs previous 13F +729 shares

    1.02% of the 13F portfolio, value $4,651,944.

    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 50,156 shares
    Change vs previous 13F -883 shares

    1.04% of the 13F portfolio, value $4,466,936.

    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 51,039 shares
    Change vs previous 13F +1,037 shares

    1.11% of the 13F portfolio, value $4,621,068.

    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 50,002 shares
    Change vs previous 13F -556 shares

    1.1% of the 13F portfolio, value $4,454,190.

    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 50,558 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $4,925,324.

    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).