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Disclosery

BIRCH FINANCIAL GROUP, LLC: DIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BIRCH FINANCIAL GROUP, LLC on DIS, newest first. How the timeline and the estimate are built.

BIRCH FINANCIAL GROUP, LLC held 3,330 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,330 shares
    Change vs previous 13F +65 shares

    0.16% of the 13F portfolio, value $320,547.

    13F-HR 0001754960-26-000532 filed by BIRCH FINANCIAL GROUP, 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 3,265 shares
    Change vs previous 13F +64 shares

    0.18% of the 13F portfolio, value $314,682.

    13F-HR 0001754960-26-000269 filed by BIRCH FINANCIAL GROUP, 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 3,201 shares
    Change vs previous 13F -21 shares

    0.21% of the 13F portfolio, value $364,141.

    13F-HR 0001754960-26-000070 filed by BIRCH FINANCIAL GROUP, 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 3,222 shares
    Change vs previous 13F +1,100 shares

    0.22% of the 13F portfolio, value $368,924.

    13F-HR 0001754960-25-000729 filed by BIRCH FINANCIAL GROUP, 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 2,122 shares
    Change vs previous 13F -2 shares

    0.21% of the 13F portfolio, value $263,152.

    13F-HR 0001754960-25-000730 filed by BIRCH FINANCIAL GROUP, 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 2,124 shares
    Change vs previous 13F +263 shares

    0.19% of the 13F portfolio, value $209,650.

    13F-HR 0001754960-25-000731 filed by BIRCH FINANCIAL GROUP, 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 1,861 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $207,197.

    13F-HR 0001754960-25-000732 filed by BIRCH FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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