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BIRCH FINANCIAL GROUP, LLC: WM position timeline

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

BIRCH FINANCIAL GROUP, LLC held 1,069 WM 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 1,069 shares
    Change vs previous 13F +26 shares

    0.12% of the 13F portfolio, value $238,348.

    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 1,043 shares
    Change vs previous 13F -1 shares

    0.14% of the 13F portfolio, value $239,729.

    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 1,044 shares
    Change vs previous 13F +26 shares

    0.13% of the 13F portfolio, value $229,391.

    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 1,018 shares
    Change vs previous 13F +84 shares

    0.13% of the 13F portfolio, value $224,706.

    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 934 shares
    Change vs previous 13F +34 shares

    0.17% of the 13F portfolio, value $213,644.

    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 900 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $208,341.

    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).