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Disclosery

Birch Capital Management, LLC: SPGI position timeline

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

Birch Capital Management, LLC held 14,128 SPGI 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 14,128 shares
    Change vs previous 13F +126 shares

    2.81% of the 13F portfolio, value $5,753,795.

    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 14,002 shares
    Change vs previous 13F -442 shares

    3.12% of the 13F portfolio, value $5,955,637.

    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 14,444 shares
    Change vs previous 13F 0 shares

    3.77% of the 13F portfolio, value $7,548,323.

    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 14,444 shares
    Change vs previous 13F -48 shares

    3.59% of the 13F portfolio, value $7,030,070.

    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 14,492 shares
    Change vs previous 13F -32 shares

    3.91% of the 13F portfolio, value $7,641,520.

    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 14,524 shares
    Change vs previous 13F -186 shares

    3.84% of the 13F portfolio, value $7,379,676.

    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 14,710 shares
    Change vs previous 13F -1 shares

    3.69% of the 13F portfolio, value $7,326,053.

    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 14,711 shares
    Change vs previous 13F not available

    3.71% of the 13F portfolio, value $7,600,029.

    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).