Cherry Tree Wealth Management, LLC

SEC CIK: 0001985414
Latest filing: Sep 15, 2026

SEC filings (opens in a new tab)

WK holding history

Workiva 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.

WK overview All 13F holders of WK Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of WK by Cherry Tree Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−53−100.0%	Sold out	Holders
Q4 2023	53	$5.38K	<0.1%	00.0%	Unchanged	Holders
Q3 2023	53	$5.37K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	53	$5.39K	<0.1%	–	No prior filing	Holders