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Disclosery

Birch Capital Management, LLC: FDS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Birch Capital Management, LLC on FDS, newest first. How the timeline and the estimate are built.

Birch Capital Management, LLC held 23,747 FDS shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,747 shares
    Change vs previous 13F +7,899 shares

    2.67% of the 13F portfolio, value $5,463,710.

    13F-HR 0001799859-26-000003 filed by Birch Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,848 shares
    Change vs previous 13F +4,244 shares

    1.8% of the 13F portfolio, value $3,438,858.

    13F-HR 0001799859-26-000002 filed by Birch Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,604 shares
    Change vs previous 13F +3,175 shares

    1.68% of the 13F portfolio, value $3,367,365.

    13F-HR 0001799859-26-000001 filed by Birch Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,429 shares
    Change vs previous 13F -118 shares

    1.23% of the 13F portfolio, value $2,414,824.

    13F-HR 0001799859-25-000006 filed by Birch Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,547 shares
    Change vs previous 13F -64 shares

    1.96% of the 13F portfolio, value $3,822,902.

    13F-HR 0001799859-25-000004 filed by Birch Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,611 shares
    Change vs previous 13F +25 shares

    2.04% of the 13F portfolio, value $3,914,905.

    13F-HR 0001799859-25-000003 filed by Birch Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 8,586 shares
    Change vs previous 13F +774 shares

    2.08% of the 13F portfolio, value $4,123,684.

    13F-HR 0001799859-25-000001 filed by Birch Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,812 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $3,592,348.

    13F-HR 0001799859-24-000005 filed by Birch Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).