Cherry Tree Wealth Management, LLC

SEC CIK: 0001985414
Latest filing: Sep 15, 2026

SEC filings (opens in a new tab)

D holding history

Dominion Energy, 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.

D overview All 13F holders of D Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2023

Holdings of D by Cherry Tree Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−710−100.0%	Sold out	Holders
Q3 2023	710	$31.7K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	710	$36.8K	<0.1%	–	No prior filing	Holders