Position in HUM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$3,294
-$1,572 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
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 HUM 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. HUM ranks #4 (1.3% of the industry book) .
All Filings in HUM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,294 | 19 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,866 | 19 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,943 | 19 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $4,645 | 19 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,144 | 27 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $6,850 | 27 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,551 | 27 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,088 | 27 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,587 | 19 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,698 | 19 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,243 | 19 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,495 | 19 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||