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BIRCH FINANCIAL GROUP, LLC: HD position timeline

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

BIRCH FINANCIAL GROUP, LLC held 14,020 HD 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 14,020 shares
    Change vs previous 13F +68 shares

    2.54% of the 13F portfolio, value $4,944,601.

    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 13,952 shares
    Change vs previous 13F +11 shares

    2.68% of the 13F portfolio, value $4,588,800.

    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 13,941 shares
    Change vs previous 13F +5 shares

    2.74% of the 13F portfolio, value $4,797,129.

    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 13,936 shares
    Change vs previous 13F +9,342 shares

    3.33% of the 13F portfolio, value $5,646,832.

    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 4,594 shares
    Change vs previous 13F +45 shares

    1.35% of the 13F portfolio, value $1,684,229.

    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 4,549 shares
    Change vs previous 13F +292 shares

    1.49% of the 13F portfolio, value $1,667,049.

    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 4,257 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $1,655,753.

    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).