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Disclosery

BIRCHBROOK, INC.: EFIV position timeline

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

BIRCHBROOK, INC. held 47,396 EFIV 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 47,396 shares
    Change vs previous 13F -575 shares

    1.62% of the 13F portfolio, value $3,456,589.

    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 47,971 shares
    Change vs previous 13F +19,352 shares

    1.48% of the 13F portfolio, value $3,026,006.

    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 28,619 shares
    Change vs previous 13F +1,959 shares

    0.94% of the 13F portfolio, value $1,893,150.

    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 26,660 shares
    Change vs previous 13F +1,402 shares

    0.88% of the 13F portfolio, value $1,695,310.

    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 25,258 shares
    Change vs previous 13F +5,556 shares

    0.79% of the 13F portfolio, value $1,478,856.

    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 19,702 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,054,058.

    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).