• 13F History

Cherry Tree Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$404M
Signature - Title
Jane Bortnem - CCO
Location
Minnetonka, MN
Summary
This page shows a list of all the recent 13F filings made by Cherry Tree Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cherry Tree Wealth Management, LLC reported 644 stock holdings with total value $404M as of Q4 2024. Top holdings included SPIB, BND, SPSB, VTV, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 644 $404M +$10.7M -$10.3M +$412K SPIB, BND, SPSB, VTV, IVV 13F-HR 2/4/2025, 10:26 AM
Q3 2024 613 $422M +$8.3M -$7.27M +$1.02M SPIB, BND, SPSB, VTV, VEA 13F-HR 11/12/2024, 02:04 PM
Q2 2024 596 $398M +$10.2M -$5.48M +$4.69M SPIB, BND, SPSB, VTV, VEA 13F-HR 8/6/2024, 10:30 AM
Q1 2024 591 $397M +$14M -$3.69M +$10.3M SPIB, BND, SPSB, VTV, VEA 13F-HR 5/1/2024, 04:33 PM
Q4 2023 591 $374M +$21.3M -$12.4M +$8.87M SPIB, BND, SPSB, VTV, FLRN 13F-HR 2/6/2024, 04:06 PM
Q3 2023 623 $341M +$16.5M -$7.62M +$8.91M SPIB, SPSB, BND, VTV, FLRN 13F-HR 11/14/2023, 01:12 PM
Q2 2023 610 $343M SPSB, SPIB, BND, VTV, FLRN 13F-HR 8/9/2023, 11:37 AM