Cherry Tree Wealth Management, LLC: WTV position timeline

Cherry Tree Wealth Management, LLC held 676 WTV 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 676 shares

   Change vs previous 13F +73 shares

   0.01% of the 13F portfolio, value $68,763.

   13F-HR 0001985414-26-000004 filed by Cherry Tree Wealth Management, LLC
   Accepted 2026-09-15 15:15:27 UTC, ingested 2026-10-08 03:32:23 UTC

2. period ended2026-03-31

   13F 603 shares

   Change vs previous 13F +351 shares

   0.01% of the 13F portfolio, value $57,123.

   13F-HR 0001985414-26-000003 filed by Cherry Tree Wealth Management, LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 252 shares

   Change vs previous 13F 0 shares

   <0.01% of the 13F portfolio, value $23,512.

   13F-HR 0001985414-26-000001 filed by Cherry Tree Wealth Management, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 252 shares

   Change vs previous 13F 0 shares

   0.01% of the 13F portfolio, value $22,935.

   13F-HR 0001985414-25-000006 filed by Cherry Tree Wealth Management, LLC
   Filed 2025-11-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 252 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $21,773.

   13F-HR 0001985414-25-000003 filed by Cherry Tree Wealth Management, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).