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Cherry Tree Wealth Management, LLC

SEC CIK
0001985414
Latest filing
Sep 15, 2026

CMI holding history

Cummins Inc in every 13F filed by Cherry Tree Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q2 2023
Holdings of CMI by Cherry Tree Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−8−100.0%Sold outHolders
Q3 20258$3.38K<0.1%00.0%UnchangedHolders
Q2 20258$2.62K<0.1%−33−80.5%ReducedHolders
Q1 202541$12.9K<0.1%00.0%UnchangedHolders
Q4 202441$14.3K<0.1%00.0%UnchangedHolders
Q3 202441$13.3K<0.1%00.0%UnchangedHolders
Q2 202441$11.4K<0.1%+33+412.5%AddedHolders
Q1 20248$2.36K<0.1%00.0%UnchangedHolders
Q4 20238$1.92K<0.1%00.0%UnchangedHolders
Q3 20238$1.83K<0.1%00.0%UnchangedHolders
Q2 20238$1.96K<0.1%–No prior filingHolders