Cherry Tree Wealth Management, LLC
Position in CHKP — Check Point Software Technologies Ltd
CIK 1985414
MINNETONKA, MN
Position in CHKP
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$5,856
-$1,751 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHKP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $3,041,602 across 6 Software - Infrastructure names. CHKP ranks #4 (0.2% of the industry book) .
All Filings in CHKP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,856 | 41 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,607 | 41 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,483 | 41 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $9,071 | 41 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,484 | 46 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $933 | 5 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||