Loading…
CIK 0001907327 • 7 13F filings • Apr 14, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("cherrydale-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 |
| 0001907327-25-000006 |
| $318.3M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001907327-26-000005 | $382.2M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001907327-25-000005 | $287.4M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001907327-26-000002 | $323.7M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001907327-25-000004 | $252.9M | View |