Skip to content
Disclosery

BIRCH FINANCIAL GROUP, LLC: ITOT position timeline

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

BIRCH FINANCIAL GROUP, LLC held 14,417 ITOT 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 14,417 shares
    Change vs previous 13F -499 shares

    1.22% of the 13F portfolio, value $2,368,199.

    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 14,916 shares
    Change vs previous 13F -249 shares

    1.24% of the 13F portfolio, value $2,124,480.

    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 15,165 shares
    Change vs previous 13F -939 shares

    1.29% of the 13F portfolio, value $2,254,848.

    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 16,104 shares
    Change vs previous 13F -1,845 shares

    1.38% of the 13F portfolio, value $2,345,552.

    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 17,949 shares
    Change vs previous 13F -1,808 shares

    1.94% of the 13F portfolio, value $2,423,821.

    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 19,757 shares
    Change vs previous 13F -5,263 shares

    2.15% of the 13F portfolio, value $2,410,511.

    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 25,020 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $3,218,070.

    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).