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BIRCH FINANCIAL GROUP, LLC: SHY position timeline

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

BIRCH FINANCIAL GROUP, LLC held 35,473 SHY 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 35,473 shares
    Change vs previous 13F +2,904 shares

    1.5% of the 13F portfolio, value $2,912,696.

    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 32,569 shares
    Change vs previous 13F +409 shares

    1.57% of the 13F portfolio, value $2,689,243.

    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 32,160 shares
    Change vs previous 13F +1,278 shares

    1.52% of the 13F portfolio, value $2,663,523.

    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 30,882 shares
    Change vs previous 13F +4,018 shares

    1.51% of the 13F portfolio, value $2,561,969.

    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 26,864 shares
    Change vs previous 13F +7,872 shares

    1.78% of the 13F portfolio, value $2,225,922.

    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 18,992 shares
    Change vs previous 13F +12,938 shares

    1.4% of the 13F portfolio, value $1,571,190.

    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 6,054 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $496,330.

    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).