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Livermore
Livermore
ZHEN

Cherry Tree Wealth Management, LLC

SEC CIK
0001985414
Latest filing
Sep 15, 2026

LII holding history

Lennox International 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.

LII overviewAll 13F holders of LIIFull Q2 2026 holdings

Shares (Q2 2026)
836
Value
$479.0K
% of portfolio
0.1%
Quarters held
13
Since Q2 2023
Holdings of LII by Cherry Tree Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026836$479.0K0.1%00.0%UnchangedHolders
Q1 2026836$388.0K0.1%+75+9.9%AddedHolders
Q4 2025761$369.5K0.1%+15+2.0%AddedHolders
Q3 2025746$394.9K0.1%00.0%UnchangedHolders
Q2 2025746$427.6K0.1%00.0%UnchangedHolders
Q1 2025746$418.4K0.1%00.0%UnchangedHolders
Q4 2024746$454.5K0.1%+17+2.3%AddedHolders
Q3 2024729$440.5K0.1%00.0%UnchangedHolders
Q2 2024729$390.0K0.1%−64−8.1%ReducedHolders
Q1 2024793$387.6K0.1%00.0%UnchangedHolders
Q4 2023793$354.9K0.1%−32−3.9%ReducedHolders
Q3 2023825$308.9K0.1%00.0%UnchangedHolders
Q2 2023825$269.0K0.1%–No prior filingHolders