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Disclosery

BIRCHBROOK, INC.: VGSH position timeline

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

BIRCHBROOK, INC. held 37,968 VGSH 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 37,968 shares
    Change vs previous 13F +675 shares

    1.04% of the 13F portfolio, value $2,209,766.

    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 37,293 shares
    Change vs previous 13F +1,677 shares

    1.07% of the 13F portfolio, value $2,183,134.

    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 35,616 shares
    Change vs previous 13F +1,758 shares

    1.04% of the 13F portfolio, value $2,091,745.

    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 33,858 shares
    Change vs previous 13F +662 shares

    1.03% of the 13F portfolio, value $1,992,545.

    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 33,196 shares
    Change vs previous 13F -5,539 shares

    1.05% of the 13F portfolio, value $1,951,262.

    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 38,735 shares
    Change vs previous 13F -17,497 shares

    1.28% of the 13F portfolio, value $2,273,359.

    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 56,232 shares
    Change vs previous 13F +5,822 shares

    1.86% of the 13F portfolio, value $3,271,605.

    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 50,410 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $2,975,186.

    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).