Cherry Tree Wealth Management, LLC historic quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), over 9 quarters from 2023-12-31 to 2026-03-31, Cherry Tree Wealth Management, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1985414), 9 quarters: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-05); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-21); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-06); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-06-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| CoreView Capital Management Ltd | Hong Kong | $0.473B | 5 |
| Coyle Financial Counsel LLC | United States | $0.473B | 113 |
| MSH Capital Advisors LLC | United States | $0.472B | 273 |
| Bregal Sagemount IV General Partner Jersey Ltd | Jersey | $0.472B | 1 |
| Pamplona Capital Management, LLC | United States | $0.473B | 5 |
| Sovereign Investment Advisors, LLC | United States | $0.472B | 106 |
| OLP CAPITAL MANAGEMENT Ltd | Hong Kong | $0.472B | 4 |
| Hedeker Wealth, LLC | United States | $0.474B | 87 |
| DRIVE WEALTH MANAGEMENT, LLC | United States | $0.474B | 710 |
| Keenan Capital, LLC | United States | $0.474B | 9 |