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Birchcreek Wealth Management, LLC: FREL position timeline

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

Birchcreek Wealth Management, LLC held 60,592 FREL 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 60,592 shares
    Change vs previous 13F +3,316 shares

    0.69% of the 13F portfolio, value $1,775,338.

    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 57,276 shares
    Change vs previous 13F +1,033 shares

    0.74% of the 13F portfolio, value $1,541,291.

    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 56,243 shares
    Change vs previous 13F +4,781 shares

    0.74% of the 13F portfolio, value $1,512,365.

    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 51,462 shares
    Change vs previous 13F +7,151 shares

    0.74% of the 13F portfolio, value $1,431,145.

    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 44,311 shares
    Change vs previous 13F +3,116 shares

    0.68% of the 13F portfolio, value $1,198,181.

    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 41,195 shares
    Change vs previous 13F +5,253 shares

    0.71% of the 13F portfolio, value $1,131,633.

    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 35,942 shares
    Change vs previous 13F +1,837 shares

    0.61% of the 13F portfolio, value $971,153.

    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 34,105 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,005,406.

    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).