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Disclosery

BIRCHBROOK, INC.: SCHG position timeline

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

BIRCHBROOK, INC. held 94,049 SCHG 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 94,049 shares
    Change vs previous 13F +1,986 shares

    1.49% of the 13F portfolio, value $3,182,614.

    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 92,063 shares
    Change vs previous 13F +2,424 shares

    1.31% of the 13F portfolio, value $2,681,805.

    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 89,639 shares
    Change vs previous 13F -2,613 shares

    1.46% of the 13F portfolio, value $2,924,012.

    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 92,252 shares
    Change vs previous 13F -1,354 shares

    1.52% of the 13F portfolio, value $2,943,756.

    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 93,606 shares
    Change vs previous 13F -7,088 shares

    1.47% of the 13F portfolio, value $2,734,230.

    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 100,694 shares
    Change vs previous 13F +4,852 shares

    1.42% of the 13F portfolio, value $2,521,369.

    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 95,842 shares
    Change vs previous 13F +70,988 shares

    1.52% of the 13F portfolio, value $2,671,131.

    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 24,854 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,589,311.

    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).