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Cherry Tree Wealth Management, LLC: VTIP position timeline

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

Cherry Tree Wealth Management, LLC held 201,306 VTIP 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 201,306 shares
    Change vs previous 13F +12,034 shares

    1.9% of the 13F portfolio, value $10,111,595.

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

  2. period ended2026-03-31
    13F 189,272 shares
    Change vs previous 13F +13,231 shares

    2% of the 13F portfolio, value $9,454,153.

    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 176,041 shares
    Change vs previous 13F +8,106 shares

    1.84% of the 13F portfolio, value $8,707,004.

    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 167,935 shares
    Change vs previous 13F +5,191 shares

    1.87% of the 13F portfolio, value $8,502,553.

    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 162,744 shares
    Change vs previous 13F +4,303 shares

    1.9% of the 13F portfolio, value $8,181,156.

    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 158,441 shares
    Change vs previous 13F +2,782 shares

    1.91% of the 13F portfolio, value $7,906,206.

    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 155,659 shares
    Change vs previous 13F -8,685 shares

    1.87% of the 13F portfolio, value $7,537,008.

    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 164,344 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $8,103,785.

    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).