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BIRCH FINANCIAL GROUP, LLC: SHOP position timeline

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

BIRCH FINANCIAL GROUP, LLC held 3,056 SHOP 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 3,056 shares
    Change vs previous 13F -2,693 shares

    0.18% of the 13F portfolio, value $348,893.

    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 5,749 shares
    Change vs previous 13F -367 shares

    0.4% of the 13F portfolio, value $681,966.

    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 6,116 shares
    Change vs previous 13F -307 shares

    0.56% of the 13F portfolio, value $984,520.

    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 6,423 shares
    Change vs previous 13F +210 shares

    0.56% of the 13F portfolio, value $954,543.

    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 6,213 shares
    Change vs previous 13F -73 shares

    0.57% of the 13F portfolio, value $716,638.

    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 6,286 shares
    Change vs previous 13F -458 shares

    0.53% of the 13F portfolio, value $600,155.

    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 6,744 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $717,073.

    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).