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Birchcreek Wealth Management, LLC: DFAS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Birchcreek Wealth Management, LLC on DFAS, newest first. How the timeline and the estimate are built.

Birchcreek Wealth Management, LLC held 75,923 DFAS shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,923 shares
    Change vs previous 13F +315 shares

    2.44% of the 13F portfolio, value $6,251,475.

    13F-HR 0001951757-26-001103 filed by Birchcreek Wealth Management, LLC
    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 75,608 shares
    Change vs previous 13F +789 shares

    2.59% of the 13F portfolio, value $5,378,005.

    13F-HR 0001951757-26-000808 filed by Birchcreek Wealth Management, LLC
    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 74,819 shares
    Change vs previous 13F +7,827 shares

    2.56% of the 13F portfolio, value $5,212,628.

    13F-HR 0001951757-26-000214 filed by Birchcreek Wealth Management, LLC
    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 66,992 shares
    Change vs previous 13F +6,800 shares

    2.37% of the 13F portfolio, value $4,586,262.

    13F-HR 0001951757-25-001192 filed by Birchcreek Wealth Management, LLC
    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 60,192 shares
    Change vs previous 13F +7,293 shares

    2.17% of the 13F portfolio, value $3,834,848.

    13F-HR 0001951757-25-001045 filed by Birchcreek Wealth Management, LLC
    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 52,899 shares
    Change vs previous 13F +9,501 shares

    1.99% of the 13F portfolio, value $3,160,712.

    13F-HR 0001951757-25-000520 filed by Birchcreek Wealth Management, LLC
    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 43,398 shares
    Change vs previous 13F +12,712 shares

    1.77% of the 13F portfolio, value $2,824,357.

    13F-HR 0001951757-25-000175 filed by Birchcreek Wealth Management, LLC
    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 30,686 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,990,297.

    13F-HR 0001951757-24-001182 filed by Birchcreek Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).