Filer · Institutional
Cherry Tree Wealth Management,LLC
CIK 0001985414TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001985414-26-000003 · filed 2026-05-05
582
positions
Q4 202513F-HR
0001985414-26-000001 · filed 2026-02-10
586
positions
Q3 202513F-HR
0001985414-25-000006 · filed 2025-11-24
590
positions
Q2 202513F-HR
0001985414-25-000003 · filed 2025-08-05
606
positions
Q1 202513F-HR
0001985414-25-000002 · filed 2025-04-21
756
positions
Q4 202413F-HR
0001985414-25-000001 · filed 2025-02-04
644
positions
Q3 202413F-HR
0001985414-24-000004 · filed 2024-11-12
613
positions
Q2 202413F-HR
0001985414-24-000003 · filed 2024-08-06
596
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.