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CHERRYDALE WEALTH MANAGEMENT, LLC: WIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CHERRYDALE WEALTH MANAGEMENT, LLC on WIT, newest first. How the timeline and the estimate are built.

CHERRYDALE WEALTH MANAGEMENT, LLC held 0 WIT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -14,764 shares

    13F-HR 0001907327-26-000005 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 14,764 shares
    Change vs previous 13F -14,757 shares

    0.01% of the 13F portfolio, value $31,300.

    13F-HR 0001907327-26-000002 filed by CHERRYDALE 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 29,521 shares
    Change vs previous 13F +3,278 shares

    0.03% of the 13F portfolio, value $83,840.

    13F-HR 0001907327-26-000001 filed by CHERRYDALE 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 26,243 shares
    Change vs previous 13F -595 shares

    0.02% of the 13F portfolio, value $69,019.

    13F-HR 0001907327-25-000006 filed by CHERRYDALE 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 26,838 shares
    Change vs previous 13F -13,898 shares

    0.03% of the 13F portfolio, value $81,051.

    13F-HR 0001907327-25-000005 filed by CHERRYDALE 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 40,736 shares
    Change vs previous 13F -432 shares

    0.05% of the 13F portfolio, value $124,652.

    13F-HR 0001907327-25-000004 filed by CHERRYDALE 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 41,168 shares
    Change vs previous 13F +20,584 shares

    0.06% of the 13F portfolio, value $145,735.

    13F-HR 0001907327-25-000001 filed by CHERRYDALE 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 20,584 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $133,384.

    13F-HR 0001907327-24-000004 filed by CHERRYDALE WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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