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Cherry Tree Wealth Management, LLC

SEC CIK
0001985414
Latest filing
Sep 15, 2026

RKT holding history

Rocket 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.

RKT overviewAll 13F holders of RKTFull Q2 2026 holdings

Shares (Q2 2026)
319
Value
$5.03K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of RKT by Cherry Tree Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026319$5.03K<0.1%00.0%UnchangedHolders
Q1 2026319$4.55K<0.1%00.0%UnchangedHolders
Q4 2025319$6.18K<0.1%+319NewHolders