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Cherry Tree Wealth Management, LLC: VWO position timeline

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

Cherry Tree Wealth Management, LLC held 128,061 VWO 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 128,061 shares
    Change vs previous 13F +4,383 shares

    1.44% of the 13F portfolio, value $7,643,963.

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

  2. period ended2026-03-31
    13F 123,678 shares
    Change vs previous 13F -3,542 shares

    1.41% of the 13F portfolio, value $6,684,808.

    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 127,220 shares
    Change vs previous 13F +5,858 shares

    1.44% of the 13F portfolio, value $6,839,359.

    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 121,362 shares
    Change vs previous 13F -1,613 shares

    1.44% of the 13F portfolio, value $6,575,398.

    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 122,975 shares
    Change vs previous 13F -1,607 shares

    1.41% of the 13F portfolio, value $6,082,323.

    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 124,582 shares
    Change vs previous 13F -435 shares

    1.36% of the 13F portfolio, value $5,638,568.

    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 125,017 shares
    Change vs previous 13F -926 shares

    1.36% of the 13F portfolio, value $5,505,750.

    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 125,943 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $6,026,385.

    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).