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Disclosery

BIRCHBROOK, INC.: VGIT position timeline

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

BIRCHBROOK, INC. held 571,005 VGIT 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 571,005 shares
    Change vs previous 13F -15,487 shares

    15.81% of the 13F portfolio, value $33,677,902.

    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 586,492 shares
    Change vs previous 13F -14,782 shares

    17.13% of the 13F portfolio, value $34,925,577.

    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 601,274 shares
    Change vs previous 13F +13,954 shares

    17.97% of the 13F portfolio, value $36,034,351.

    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 587,320 shares
    Change vs previous 13F -2,655 shares

    18.23% of the 13F portfolio, value $35,256,791.

    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 589,975 shares
    Change vs previous 13F -32,017 shares

    18.91% of the 13F portfolio, value $35,286,381.

    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 621,992 shares
    Change vs previous 13F -13,578 shares

    20.76% of the 13F portfolio, value $36,946,301.

    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 635,570 shares
    Change vs previous 13F +1,866 shares

    20.96% of the 13F portfolio, value $36,863,041.

    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 633,704 shares
    Change vs previous 13F not available

    21.23% of the 13F portfolio, value $38,288,404.

    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).