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Cherry Tree Wealth Management, LLC

SEC CIK
0001985414
Latest filing
Sep 15, 2026

OEC holding history

Orion S.A. 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.

OEC overviewAll 13F holders of OECFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q4 2023
Holdings of OEC by Cherry Tree Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−315−100.0%Sold outHolders
Q1 2025315$4.07K<0.1%00.0%UnchangedHolders
Q4 2024315$4.97K<0.1%00.0%UnchangedHolders
Q3 2024315$5.61K<0.1%00.0%UnchangedHolders
Q2 2024315$6.91K<0.1%−240−43.2%ReducedHolders
Q1 2024555$13.1K<0.1%00.0%UnchangedHolders
Q4 2023555$15.4K<0.1%+555NewHolders