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Disclosery

BIRCH FINANCIAL GROUP, LLC: EXC position timeline

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

BIRCH FINANCIAL GROUP, LLC held 8,555 EXC 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 8,555 shares
    Change vs previous 13F +243 shares

    0.21% of the 13F portfolio, value $398,849.

    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 8,312 shares
    Change vs previous 13F +1,169 shares

    0.24% of the 13F portfolio, value $407,434.

    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 7,143 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $311,370.

    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).