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BIRCH FINANCIAL GROUP, LLC: T position timeline

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

BIRCH FINANCIAL GROUP, LLC held 56,039 T 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 56,039 shares
    Change vs previous 13F +1,433 shares

    0.6% of the 13F portfolio, value $1,160,002.

    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 54,606 shares
    Change vs previous 13F -6,294 shares

    0.92% of the 13F portfolio, value $1,583,018.

    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 60,900 shares
    Change vs previous 13F +10,974 shares

    0.86% of the 13F portfolio, value $1,512,746.

    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 49,926 shares
    Change vs previous 13F +3,878 shares

    0.83% of the 13F portfolio, value $1,409,902.

    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 46,048 shares
    Change vs previous 13F +19,356 shares

    1.07% of the 13F portfolio, value $1,332,621.

    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 26,692 shares
    Change vs previous 13F +3,635 shares

    0.67% of the 13F portfolio, value $754,852.

    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 23,057 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $525,000.

    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).