Cherry Tree Wealth Management, LLC
- SEC CIK
- 0001985414
- Latest filing
- Sep 15, 2026
MRSH holding history
Marsh & McLennan Companies, 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.
MRSH overviewAll 13F holders of MRSHFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −53−100.0% | Sold out | Holders |
| Q1 2026 | 53 | $9.19K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 53 | $9.83K | <0.1% | −69−56.6% | Reduced | Holders |
| Q3 2025 | 122 | $24.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 122 | $26.7K | <0.1% | −10−7.6% | Reduced | Holders |
| Q1 2025 | 132 | $32.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 132 | $28.0K | <0.1% | +3+2.3% | Added | Holders |
| Q3 2024 | 129 | $28.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 129 | $27.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 129 | $26.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 129 | $24.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 129 | $24.5K | <0.1% | +40+44.9% | Added | Holders |
| Q2 2023 | 89 | $16.7K | <0.1% | – | No prior filing | Holders |