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Disclosery

BIRCHBROOK, INC.: USMV position timeline

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

BIRCHBROOK, INC. held 70,524 USMV 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 70,524 shares
    Change vs previous 13F -1,796 shares

    3.19% of the 13F portfolio, value $6,802,792.

    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 72,320 shares
    Change vs previous 13F -1,867 shares

    3.29% of the 13F portfolio, value $6,706,996.

    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 74,187 shares
    Change vs previous 13F -636 shares

    3.48% of the 13F portfolio, value $6,985,474.

    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 74,823 shares
    Change vs previous 13F -54,808 shares

    3.68% of the 13F portfolio, value $7,118,674.

    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 129,631 shares
    Change vs previous 13F -1,849 shares

    6.52% of the 13F portfolio, value $12,168,435.

    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 131,480 shares
    Change vs previous 13F +1,998 shares

    6.92% of the 13F portfolio, value $12,314,461.

    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 129,482 shares
    Change vs previous 13F +1,145 shares

    6.54% of the 13F portfolio, value $11,496,677.

    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 128,337 shares
    Change vs previous 13F not available

    6.5% of the 13F portfolio, value $11,718,429.

    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).