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CIK 0001985414 • 7 13F filings • Apr 21, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("cherry-tree-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001985414-25-000006 |
| $455.5M |
| View |
| Sep 15, 2026 | Q2 2026 | 13F-HR | 0001985414-26-000004 | $531.5M | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001985414-25-000003 | $430.3M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001985414-26-000003 | $472.7M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001985414-25-000002 | $414.7M | View |