Cherry Tree Wealth Management, LLC
Position in SFM — Sprouts Farmers Market, Inc.
CIK 1985414
MINNETONKA, MN
Position in SFM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,159
-$71 QoQ
Shares Held
28
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
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SFM Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $61,711 across 2 Grocery Stores names. SFM ranks #2 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KR |
Kroger Co
|
823 | $59,552 | |
| 2 | SFM |
Sprouts Farmers Market, Inc.
This page
|
28 | $2,159 |
All Filings in SFM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,159 | 28 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,230 | 28 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,046 | 28 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $4,609 | 28 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,410 | 42 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,778 | 14 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||