Position in CW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,622
+$2,597 QoQ
Shares Held
20
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
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $322,434 across 5 Aerospace & Defense names. CW ranks #4 (4.2% of the industry book) .
All Filings in CW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,622 | 20 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,025 | 20 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $10,858 | 20 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $9,771 | 20 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,345 | 20 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||