Cherry Tree Wealth Management, LLC
Position in PRU — Prudential Financial Inc
CIK 1985414
MINNETONKA, MN
Position in PRU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$15,630
-$2,430 QoQ
Shares Held
160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
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 PRU Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $42,060 across 5 Insurance - Life names. PRU ranks #1 (37.2% of the industry book) .
All Filings in PRU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,630 | 160 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $18,060 | 160 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,598 | 160 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $17,190 | 160 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $17,868 | 160 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $18,964 | 160 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $19,376 | 160 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,750 | 160 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $18,784 | 160 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $16,593 | 160 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $15,182 | 160 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,115 | 160 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||