Cherry Tree Wealth Management, LLC
Position in LII — Lennox International Inc
CIK 1985414
MINNETONKA, MN
Position in LII
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$388,012
+$18,486 QoQ
Shares Held
836
+9.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
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 LII Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $410,924 across 4 Building Products & Equipment names. LII ranks #1 (94.4% of the industry book) .
All Filings in LII
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $388,012 | 836 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $369,526 | 761 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $394,902 | 746 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $427,637 | 746 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $418,379 | 746 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $454,537 | 746 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $440,527 | 729 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $390,000 | 729 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $387,586 | 793 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $354,883 | 793 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $308,913 | 825 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $269,007 | 825 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||