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Cherry Tree Wealth Management, LLC: VSS position timeline

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

Cherry Tree Wealth Management, LLC held 9,820 VSS 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 9,820 shares
    Change vs previous 13F -94 shares

    0.29% of the 13F portfolio, value $1,515,128.

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

  2. period ended2026-03-31
    13F 9,914 shares
    Change vs previous 13F -1,199 shares

    0.31% of the 13F portfolio, value $1,445,363.

    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 11,113 shares
    Change vs previous 13F +108 shares

    0.34% of the 13F portfolio, value $1,592,827.

    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 11,005 shares
    Change vs previous 13F -208 shares

    0.34% of the 13F portfolio, value $1,568,763.

    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 11,213 shares
    Change vs previous 13F -1,047 shares

    0.35% of the 13F portfolio, value $1,506,916.

    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 12,260 shares
    Change vs previous 13F -168 shares

    0.34% of the 13F portfolio, value $1,417,223.

    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 12,428 shares
    Change vs previous 13F +709 shares

    0.35% of the 13F portfolio, value $1,422,725.

    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 11,719 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,476,090.

    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).