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Disclosery

BIRCHBROOK, INC.: SPY position timeline

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

BIRCHBROOK, INC. held 178 SPY 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 178 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $133,092.

    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 176 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $114,502.

    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 175 shares
    Change vs previous 13F +7 shares

    0.06% of the 13F portfolio, value $119,259.

    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 168 shares
    Change vs previous 13F +14 shares

    0.06% of the 13F portfolio, value $111,743.

    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 154 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $94,934.

    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 144 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $80,305.

    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 143 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $84,078.

    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 147 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $84,553.

    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).