Cherry Tree Wealth Management, LLC
Position in SIRI — Sirius Xm Holdings Inc.
CIK 1985414
MINNETONKA, MN
Position in SIRI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,123
+$283 QoQ
Shares Held
92
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
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SIRI Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $199,795 across 6 Entertainment names. SIRI ranks #5 (1.1% of the industry book) .
All Filings in SIRI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,123 | 92 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,840 | 92 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,141 | 92 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $2,113 | 92 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,074 | 92 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,097 | 92 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,175 | 92 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||