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Cherrydale Wealth Management, LLCETFConcentrated long-term

CIK: 0001907327 | MONTCLAIR, NJ

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR82$385.9M2026-10-20SEC ↗
Q2 2026
13F-HR84$382.2M2026-07-13SEC ↗
Q1 2026
13F-HR77$323.7M2026-04-20SEC ↗
Q4 2025
13F-HR79$329.5M2026-01-13SEC ↗
Q3 2025
13F-HR80$318.3M2025-10-14SEC ↗
Q2 2025
13F-HR75$287.4M2025-07-14SEC ↗
Q1 2025
13F-HR73$252.9M2025-04-14SEC ↗
Q4 2024
13F-HR73$258.5M2025-01-15SEC ↗
Q3 2024
13F-HR69$244.6M2024-10-11SEC ↗
Q2 2024
13F-HR67$228.1M2024-07-11SEC ↗
Q1 2024
13F-HR62$213.8M2024-04-12SEC ↗
Q4 2023
13F-HR50$191.6M2024-01-08SEC ↗
Q3 2023
13F-HR47$168.1M2023-10-10SEC ↗
Q2 2023
13F-HR42$143.2M2023-07-17SEC ↗
Q1 2023
13F-HR36$132.0M2023-04-14SEC ↗
Q4 2022
13F-HR37$120.8M2023-01-19SEC ↗
Q3 2022
13F-HR33$1.6M2022-10-24SEC ↗
Q2 2022
13F-HR32$583.6K2022-07-07SEC ↗
Q1 2022
13F-HR41$4.9M2022-04-26SEC ↗
Q4 2021
13F-HR39$5.3M2022-02-01SEC ↗