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Disclosery

Birch Capital Management, LLC: FDX position timeline

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

Birch Capital Management, LLC held 22,796 FDX 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 22,796 shares
    Change vs previous 13F -4,786 shares

    3.49% of the 13F portfolio, value $7,138,111.

    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 27,582 shares
    Change vs previous 13F -188 shares

    5.15% of the 13F portfolio, value $9,824,157.

    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 27,770 shares
    Change vs previous 13F +3,626 shares

    4% of the 13F portfolio, value $8,021,642.

    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 24,144 shares
    Change vs previous 13F +10,326 shares

    2.91% of the 13F portfolio, value $5,693,397.

    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 13,818 shares
    Change vs previous 13F +487 shares

    1.61% of the 13F portfolio, value $3,140,970.

    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 13,331 shares
    Change vs previous 13F -2,218 shares

    1.69% of the 13F portfolio, value $3,249,831.

    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 15,549 shares
    Change vs previous 13F +9,599 shares

    2.2% of the 13F portfolio, value $4,374,400.

    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 5,950 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $1,628,396.

    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).