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Cherry Tree Wealth Management, LLC: VRP position timeline

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

Cherry Tree Wealth Management, LLC held 21,077 VRP 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 21,077 shares
    Change vs previous 13F -5,990 shares

    0.1% of the 13F portfolio, value $512,382.

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

  2. period ended2026-03-31
    13F 27,067 shares
    Change vs previous 13F -20,258 shares

    0.14% of the 13F portfolio, value $649,067.

    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 47,325 shares
    Change vs previous 13F -29,838 shares

    0.24% of the 13F portfolio, value $1,151,426.

    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 77,163 shares
    Change vs previous 13F -12,820 shares

    0.42% of the 13F portfolio, value $1,905,935.

    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 89,983 shares
    Change vs previous 13F -455 shares

    0.51% of the 13F portfolio, value $2,200,080.

    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 90,438 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,192,220.

    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).