Birch Capital Management, LLC: RMD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Birch Capital Management, LLC on RMD, newest first. How the timeline and the estimate are built.
Birch Capital Management, LLC held 26,641 RMD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 26,641 sharesChange vs previous 13F -368 shares
2.54% of the 13F portfolio, value $5,191,798.
13F-HR 0001799859-26-000003 filed by Birch Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,009 sharesChange vs previous 13F +110 shares
3.18% of the 13F portfolio, value $6,062,980.
13F-HR 0001799859-26-000002 filed by Birch Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,899 sharesChange vs previous 13F -8,642 shares
3.23% of the 13F portfolio, value $6,479,162.
13F-HR 0001799859-26-000001 filed by Birch Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 35,541 sharesChange vs previous 13F -1,314 shares
4.96% of the 13F portfolio, value $9,728,638.
13F-HR 0001799859-25-000006 filed by Birch Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 36,855 sharesChange vs previous 13F +72 shares
4.87% of the 13F portfolio, value $9,508,590.
13F-HR 0001799859-25-000004 filed by Birch Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 36,783 sharesChange vs previous 13F +1,240 shares
4.28% of the 13F portfolio, value $8,233,875.
13F-HR 0001799859-25-000003 filed by Birch Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 35,543 sharesChange vs previous 13F +6,268 shares
4.09% of the 13F portfolio, value $8,128,329.
13F-HR 0001799859-25-000001 filed by Birch Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,275 sharesChange vs previous 13F not available
3.49% of the 13F portfolio, value $7,146,613.
13F-HR 0001799859-24-000005 filed by Birch Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).