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Disclosery

BIRCHBROOK, INC.: VTI position timeline

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

BIRCHBROOK, INC. held 5,553 VTI 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 5,553 shares
    Change vs previous 13F -94 shares

    0.96% of the 13F portfolio, value $2,054,756.

    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 5,647 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $1,811,522.

    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 5,647 shares
    Change vs previous 13F +1 shares

    0.94% of the 13F portfolio, value $1,893,142.

    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 5,646 shares
    Change vs previous 13F -3 shares

    0.96% of the 13F portfolio, value $1,852,997.

    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 5,649 shares
    Change vs previous 13F -505 shares

    0.92% of the 13F portfolio, value $1,717,012.

    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 6,154 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,691,466.

    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 6,154 shares
    Change vs previous 13F +3 shares

    1.01% of the 13F portfolio, value $1,783,566.

    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 6,151 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,741,742.

    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).