Skip to content

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

  1. period ended2026-06-30
    13F 26,641 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 27,009 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 26,899 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 35,541 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 36,855 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 36,783 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 35,543 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 29,275 shares
    Change 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), ingested

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