CHERRYDALE WEALTH MANAGEMENT, LLC: DTD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHERRYDALE WEALTH MANAGEMENT, LLC on DTD, newest first. How the timeline and the estimate are built.
CHERRYDALE WEALTH MANAGEMENT, LLC held 18,789 DTD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 18,789 sharesChange vs previous 13F +93 shares
0.46% of the 13F portfolio, value $1,752,060.
13F-HR 0001907327-26-000005 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,696 sharesChange vs previous 13F +79 shares
0.5% of the 13F portfolio, value $1,614,592.
13F-HR 0001907327-26-000002 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,617 sharesChange vs previous 13F +105 shares
0.48% of the 13F portfolio, value $1,580,180.
13F-HR 0001907327-26-000001 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,512 sharesChange vs previous 13F -136 shares
0.49% of the 13F portfolio, value $1,555,041.
13F-HR 0001907327-25-000006 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,648 sharesChange vs previous 13F +108 shares
0.52% of the 13F portfolio, value $1,482,861.
13F-HR 0001907327-25-000005 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,540 sharesChange vs previous 13F +84 shares
0.56% of the 13F portfolio, value $1,426,647.
13F-HR 0001907327-25-000004 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,456 sharesChange vs previous 13F +101 shares
0.54% of the 13F portfolio, value $1,400,109.
13F-HR 0001907327-25-000001 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,355 sharesChange vs previous 13F not available
0.58% of the 13F portfolio, value $1,407,417.
13F-HR 0001907327-24-000004 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).