Cherrydale Wealth Management, LLC (0001907327) Files 13F-HR Form with SEC

In the recent SEC filing of Form 13F-HR by Cherrydale Wealth Management, LLC (Filer), significant changes in the company’s investment portfolio are disclosed. Form 13F-HR requires institutional investment managers with assets under management of $100 million or more to report their holdings on a quarterly basis. This filing provides valuable insights into Cherrydale Wealth Management’s investment decisions and strategies.

Cherrydale Wealth Management, LLC is an investment management firm that offers a range of financial services to its clients. The company focuses on creating customized investment solutions to help clients achieve their financial goals. For more information about Cherrydale Wealth Management, LLC, visit their website here.

Form 13F-HR is a quarterly report filed with the Securities and Exchange Commission by institutional investment managers with discretion over $100 million or more in equity securities. The form requires disclosure of the manager’s investment holdings, including the name of the security, the number of shares held, and the total market value. This information provides transparency into the investment activities of institutional investors like Cherrydale Wealth Management, LLC.