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Cherry Tree Wealth Management, LLC: VTEB position timeline

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

Cherry Tree Wealth Management, LLC held 153,195 VTEB 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 153,195 shares
    Change vs previous 13F +8,281 shares

    1.46% of the 13F portfolio, value $7,748,602.

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

  2. period ended2026-03-31
    13F 144,914 shares
    Change vs previous 13F -377 shares

    1.53% of the 13F portfolio, value $7,229,776.

    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 145,291 shares
    Change vs previous 13F +27,579 shares

    1.54% of the 13F portfolio, value $7,306,701.

    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 117,712 shares
    Change vs previous 13F +4,937 shares

    1.29% of the 13F portfolio, value $5,893,857.

    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 112,775 shares
    Change vs previous 13F +31,728 shares

    1.29% of the 13F portfolio, value $5,529,337.

    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 81,047 shares
    Change vs previous 13F +995 shares

    0.97% of the 13F portfolio, value $4,021,553.

    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 80,052 shares
    Change vs previous 13F +4,311 shares

    0.99% of the 13F portfolio, value $4,013,007.

    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 75,741 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,871,880.

    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).