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
- period ended2026-06-3013F 58,663 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 66,560 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 241,632 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 244,817 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 237,395 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 253,149 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 243,921 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 83,311 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).