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Cherry Tree Wealth Management, LLC: VNQI position timeline

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

Cherry Tree Wealth Management, LLC held 4,956 VNQI 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 4,956 shares
    Change vs previous 13F +217 shares

    0.04% of the 13F portfolio, value $222,288.

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

  2. period ended2026-03-31
    13F 4,739 shares
    Change vs previous 13F -259 shares

    0.04% of the 13F portfolio, value $210,660.

    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 4,998 shares
    Change vs previous 13F -1,192 shares

    0.05% of the 13F portfolio, value $229,120.

    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 6,190 shares
    Change vs previous 13F -336 shares

    0.06% of the 13F portfolio, value $295,497.

    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 6,526 shares
    Change vs previous 13F -118 shares

    0.07% of the 13F portfolio, value $301,162.

    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 6,644 shares
    Change vs previous 13F -37 shares

    0.06% of the 13F portfolio, value $268,810.

    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 6,681 shares
    Change vs previous 13F -628 shares

    0.07% of the 13F portfolio, value $264,295.

    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 7,309 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $342,882.

    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).