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BIRCH FINANCIAL GROUP, LLC: MSFT position timeline

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

BIRCH FINANCIAL GROUP, LLC held 9,875 MSFT 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 9,875 shares
    Change vs previous 13F -453 shares

    1.89% of the 13F portfolio, value $3,683,750.

    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 10,328 shares
    Change vs previous 13F +739 shares

    2.23% of the 13F portfolio, value $3,823,023.

    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 9,589 shares
    Change vs previous 13F +315 shares

    2.64% of the 13F portfolio, value $4,637,563.

    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 9,274 shares
    Change vs previous 13F +487 shares

    2.83% of the 13F portfolio, value $4,803,401.

    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 8,787 shares
    Change vs previous 13F -906 shares

    3.5% of the 13F portfolio, value $4,370,505.

    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 9,693 shares
    Change vs previous 13F +1,571 shares

    3.24% of the 13F portfolio, value $3,638,834.

    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 8,122 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $3,423,400.

    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).