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Cherry Tree Wealth Management, LLC: VTV position timeline

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

Cherry Tree Wealth Management, LLC held 93,541 VTV 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 93,541 shares
    Change vs previous 13F -770 shares

    3.84% of the 13F portfolio, value $20,385,480.

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

  2. period ended2026-03-31
    13F 94,311 shares
    Change vs previous 13F -4,558 shares

    3.91% of the 13F portfolio, value $18,503,906.

    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 98,869 shares
    Change vs previous 13F -236 shares

    3.99% of the 13F portfolio, value $18,883,076.

    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 99,105 shares
    Change vs previous 13F +2,016 shares

    4.06% of the 13F portfolio, value $18,482,133.

    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 97,089 shares
    Change vs previous 13F -1,378 shares

    3.99% of the 13F portfolio, value $17,159,449.

    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 98,467 shares
    Change vs previous 13F +685 shares

    4.1% of the 13F portfolio, value $17,009,112.

    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 97,782 shares
    Change vs previous 13F -1,904 shares

    4.1% of the 13F portfolio, value $16,554,567.

    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 99,686 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $17,402,118.

    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).