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BIRCHBROOK, INC.: SUSA position timeline

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

BIRCHBROOK, INC. held 1,991 SUSA 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 1,991 shares
    Change vs previous 13F -289 shares

    0.14% of the 13F portfolio, value $307,212.

    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 2,280 shares
    Change vs previous 13F -1,289 shares

    0.15% of the 13F portfolio, value $301,188.

    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 3,569 shares
    Change vs previous 13F -40 shares

    0.25% of the 13F portfolio, value $497,323.

    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 3,609 shares
    Change vs previous 13F -382 shares

    0.25% of the 13F portfolio, value $489,561.

    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 3,991 shares
    Change vs previous 13F -1,601 shares

    0.27% of the 13F portfolio, value $505,860.

    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 5,592 shares
    Change vs previous 13F -8,427 shares

    0.36% of the 13F portfolio, value $642,354.

    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 14,019 shares
    Change vs previous 13F -1,022 shares

    0.97% of the 13F portfolio, value $1,704,552.

    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 15,041 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,810,442.

    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).