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Cherry Tree Wealth Management, LLC: VYMI position timeline

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

Cherry Tree Wealth Management, LLC held 92,795 VYMI 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 92,795 shares
    Change vs previous 13F +4,856 shares

    1.71% of the 13F portfolio, value $9,112,426.

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

  2. period ended2026-03-31
    13F 87,939 shares
    Change vs previous 13F -553 shares

    1.75% of the 13F portfolio, value $8,287,414.

    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 88,492 shares
    Change vs previous 13F +943 shares

    1.68% of the 13F portfolio, value $7,964,324.

    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 87,549 shares
    Change vs previous 13F +6 shares

    1.63% of the 13F portfolio, value $7,413,642.

    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 87,543 shares
    Change vs previous 13F -1,105 shares

    1.63% of the 13F portfolio, value $7,013,064.

    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 88,648 shares
    Change vs previous 13F -951 shares

    1.58% of the 13F portfolio, value $6,532,467.

    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 89,599 shares
    Change vs previous 13F -1,562 shares

    1.51% of the 13F portfolio, value $6,081,958.

    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 91,161 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $6,693,012.

    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).