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Disclosery

BIRCHBROOK, INC.: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BIRCHBROOK, INC. on CRM, newest first. How the timeline and the estimate are built.

BIRCHBROOK, INC. held 5,170 CRM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,170 shares
    Change vs previous 13F -691 shares

    0.38% of the 13F portfolio, value $809,963.

    13F-HR 0002071468-26-000004 filed by BIRCHBROOK, INC.
    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 5,861 shares
    Change vs previous 13F +521 shares

    0.54% of the 13F portfolio, value $1,094,161.

    13F-HR 0002071468-26-000003 filed by BIRCHBROOK, INC.
    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 5,340 shares
    Change vs previous 13F +263 shares

    0.71% of the 13F portfolio, value $1,414,737.

    13F-HR 0002071468-26-000001 filed by BIRCHBROOK, INC.
    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 5,077 shares
    Change vs previous 13F -197 shares

    0.62% of the 13F portfolio, value $1,203,337.

    13F-HR 0002071468-25-000014 filed by BIRCHBROOK, INC.
    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 5,274 shares
    Change vs previous 13F +162 shares

    0.77% of the 13F portfolio, value $1,438,249.

    13F-HR 0002071468-25-000013 filed by BIRCHBROOK, INC.
    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 5,112 shares
    Change vs previous 13F -105 shares

    0.77% of the 13F portfolio, value $1,371,920.

    13F-HR 0002071468-25-000006 filed by BIRCHBROOK, INC.
    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 5,217 shares
    Change vs previous 13F -110 shares

    0.99% of the 13F portfolio, value $1,744,261.

    13F-HR 0002071468-25-000005 filed by BIRCHBROOK, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,327 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,458,088.

    13F-HR 0002071468-25-000004 filed by BIRCHBROOK, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).