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BIRCH FINANCIAL GROUP, LLC: SPTL position timeline

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

BIRCH FINANCIAL GROUP, LLC held 73,536 SPTL 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 73,536 shares
    Change vs previous 13F +6,408 shares

    0.99% of the 13F portfolio, value $1,928,839.

    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 67,128 shares
    Change vs previous 13F +909 shares

    1.03% of the 13F portfolio, value $1,765,477.

    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 66,219 shares
    Change vs previous 13F +2,385 shares

    1% of the 13F portfolio, value $1,752,810.

    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 63,834 shares
    Change vs previous 13F +8,227 shares

    1.01% of the 13F portfolio, value $1,720,321.

    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 55,607 shares
    Change vs previous 13F +17,008 shares

    1.18% of the 13F portfolio, value $1,478,047.

    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 38,599 shares
    Change vs previous 13F +25,497 shares

    0.94% of the 13F portfolio, value $1,052,219.

    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 13,102 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $343,145.

    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).