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Disclosery

Birch Capital Management, LLC: WSO position timeline

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

Birch Capital Management, LLC held 5,939 WSO 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 5,939 shares
    Change vs previous 13F +836 shares

    1.21% of the 13F portfolio, value $2,474,959.

    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 5,103 shares
    Change vs previous 13F +904 shares

    0.97% of the 13F portfolio, value $1,856,420.

    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 4,199 shares
    Change vs previous 13F +443 shares

    0.71% of the 13F portfolio, value $1,414,853.

    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 3,756 shares
    Change vs previous 13F -34 shares

    0.77% of the 13F portfolio, value $1,518,551.

    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 3,790 shares
    Change vs previous 13F -27 shares

    0.86% of the 13F portfolio, value $1,673,740.

    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 3,817 shares
    Change vs previous 13F -88 shares

    1.01% of the 13F portfolio, value $1,940,181.

    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 3,905 shares
    Change vs previous 13F -133 shares

    0.93% of the 13F portfolio, value $1,850,540.

    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 4,038 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,986,211.

    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).