Cherry Tree Wealth Management, LLC
- SEC CIK
- 0001985414
- Latest filing
- Sep 15, 2026
EXE holding history
Expand Energy Corp 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.
EXE overviewAll 13F holders of EXEFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −848−100.0% | Sold out | Holders |
| Q4 2025 | 848 | $93.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2025 | 848 | $90.1K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 848 | $99.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 848 | $94.4K | <0.1% | −1,047−55.3% | Reduced | Holders |
| Q4 2024 | 1,895 | $188.6K | <0.1% | +1,895 | New | Holders |