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Disclosery

BIRCHBROOK, INC.: XLV position timeline

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

BIRCHBROOK, INC. held 7,526 XLV 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 7,526 shares
    Change vs previous 13F -1,817 shares

    0.56% of the 13F portfolio, value $1,194,040.

    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 9,343 shares
    Change vs previous 13F +431 shares

    0.67% of the 13F portfolio, value $1,369,706.

    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 8,912 shares
    Change vs previous 13F -487 shares

    0.69% of the 13F portfolio, value $1,379,559.

    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 9,399 shares
    Change vs previous 13F -50 shares

    0.68% of the 13F portfolio, value $1,308,059.

    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 9,449 shares
    Change vs previous 13F -514 shares

    0.68% of the 13F portfolio, value $1,273,631.

    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 9,963 shares
    Change vs previous 13F +639 shares

    0.82% of the 13F portfolio, value $1,454,698.

    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 9,324 shares
    Change vs previous 13F -215 shares

    0.73% of the 13F portfolio, value $1,282,703.

    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 9,539 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,469,197.

    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).