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BIRCHBROOK, INC.: XJR position timeline

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

BIRCHBROOK, INC. held 11,617 XJR 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 11,617 shares
    Change vs previous 13F -262 shares

    0.29% of the 13F portfolio, value $612,752.

    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 11,879 shares
    Change vs previous 13F +4,614 shares

    0.25% of the 13F portfolio, value $517,170.

    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 7,265 shares
    Change vs previous 13F +284 shares

    0.15% of the 13F portfolio, value $309,326.

    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 6,981 shares
    Change vs previous 13F -416 shares

    0.15% of the 13F portfolio, value $297,112.

    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 7,397 shares
    Change vs previous 13F +1,687 shares

    0.16% of the 13F portfolio, value $292,552.

    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 5,710 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $214,832.

    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).