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Cherry Tree Wealth Management, LLC: VTI position timeline

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

Cherry Tree Wealth Management, LLC held 14,210 VTI 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 14,210 shares
    Change vs previous 13F +1,327 shares

    0.99% of the 13F portfolio, value $5,258,294.

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

  2. period ended2026-03-31
    13F 12,883 shares
    Change vs previous 13F -251 shares

    0.87% of the 13F portfolio, value $4,133,102.

    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 13,134 shares
    Change vs previous 13F -548 shares

    0.93% of the 13F portfolio, value $4,403,569.

    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 13,682 shares
    Change vs previous 13F +826 shares

    0.99% of the 13F portfolio, value $4,490,077.

    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 12,856 shares
    Change vs previous 13F -211 shares

    0.91% of the 13F portfolio, value $3,907,457.

    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 13,067 shares
    Change vs previous 13F +264 shares

    0.87% of the 13F portfolio, value $3,591,343.

    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 12,803 shares
    Change vs previous 13F -845 shares

    0.92% of the 13F portfolio, value $3,710,409.

    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 13,648 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,864,659.

    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).