Position in CI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$35,211
-$1,119 QoQ
Shares Held
132
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $253,811 across 5 Healthcare Plans names. CI ranks #2 (13.9% of the industry book) .
All Filings in CI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,211 | 132 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $36,330 | 132 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $33,148 | 115 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $38,016 | 115 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $38,822 | 118 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $32,584 | 118 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $39,840 | 115 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $38,015 | 115 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $41,766 | 115 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $34,436 | 115 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $32,898 | 115 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,642 | 70 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||