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BIRCH FINANCIAL GROUP, LLC: SPEM position timeline

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

BIRCH FINANCIAL GROUP, LLC held 60,620 SPEM 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 60,620 shares
    Change vs previous 13F +16,532 shares

    1.61% of the 13F portfolio, value $3,138,898.

    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 44,088 shares
    Change vs previous 13F +3,171 shares

    1.21% of the 13F portfolio, value $2,068,145.

    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 40,917 shares
    Change vs previous 13F +1,611 shares

    1.09% of the 13F portfolio, value $1,915,311.

    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 39,306 shares
    Change vs previous 13F +1,286 shares

    1.08% of the 13F portfolio, value $1,839,894.

    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 38,020 shares
    Change vs previous 13F +1,950 shares

    1.3% of the 13F portfolio, value $1,624,957.

    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 36,070 shares
    Change vs previous 13F +23,416 shares

    1.27% of the 13F portfolio, value $1,420,083.

    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 12,654 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $485,531.

    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).