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BIRCH FINANCIAL GROUP, LLC: SHOC position timeline

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

BIRCH FINANCIAL GROUP, LLC held 9,502 SHOC 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 9,502 shares
    Change vs previous 13F -1,748 shares

    0.6% of the 13F portfolio, value $1,159,205.

    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 11,250 shares
    Change vs previous 13F +1,014 shares

    0.47% of the 13F portfolio, value $810,277.

    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 10,236 shares
    Change vs previous 13F +785 shares

    0.4% of the 13F portfolio, value $702,458.

    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 9,451 shares
    Change vs previous 13F +992 shares

    0.35% of the 13F portfolio, value $590,359.

    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 8,459 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $449,440.

    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).