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BIRCHBROOK, INC.: SCHX position timeline

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

BIRCHBROOK, INC. held 58,663 SCHX 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 58,663 shares
    Change vs previous 13F -7,897 shares

    0.81% of the 13F portfolio, value $1,726,453.

    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 66,560 shares
    Change vs previous 13F -175,072 shares

    0.84% of the 13F portfolio, value $1,706,611.

    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 241,632 shares
    Change vs previous 13F -3,185 shares

    3.24% of the 13F portfolio, value $6,502,320.

    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 244,817 shares
    Change vs previous 13F +7,422 shares

    3.34% of the 13F portfolio, value $6,448,484.

    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 237,395 shares
    Change vs previous 13F -15,754 shares

    3.11% of the 13F portfolio, value $5,801,934.

    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 253,149 shares
    Change vs previous 13F +9,228 shares

    3.14% of the 13F portfolio, value $5,589,523.

    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 243,921 shares
    Change vs previous 13F +160,610 shares

    3.21% of the 13F portfolio, value $5,654,086.

    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 83,311 shares
    Change vs previous 13F not available

    3.13% of the 13F portfolio, value $5,652,683.

    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).