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Disclosery

BIRCHBROOK, INC.: PEP position timeline

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

BIRCHBROOK, INC. held 6,816 PEP 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 6,816 shares
    Change vs previous 13F -2,415 shares

    0.43% of the 13F portfolio, value $922,833.

    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 9,231 shares
    Change vs previous 13F -435 shares

    0.7% of the 13F portfolio, value $1,433,457.

    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 9,666 shares
    Change vs previous 13F -739 shares

    0.69% of the 13F portfolio, value $1,387,233.

    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 10,405 shares
    Change vs previous 13F -78 shares

    0.76% of the 13F portfolio, value $1,461,247.

    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 10,483 shares
    Change vs previous 13F +178 shares

    0.74% of the 13F portfolio, value $1,384,146.

    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 10,305 shares
    Change vs previous 13F -341 shares

    0.87% of the 13F portfolio, value $1,545,099.

    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 10,646 shares
    Change vs previous 13F +74 shares

    0.92% of the 13F portfolio, value $1,618,798.

    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 10,572 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,797,732.

    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).