Skip to content
Disclosery

Birchwood Financial Partners, Inc.: CGBL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Birchwood Financial Partners, Inc. on CGBL, newest first. How the timeline and the estimate are built.

Birchwood Financial Partners, Inc. held 11,062 CGBL 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 11,062 shares
    Change vs previous 13F +292 shares

    0.34% of the 13F portfolio, value $419,919.

    13F-HR 0002110062-26-000006 filed by Birchwood Financial Partners, 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 10,770 shares
    Change vs previous 13F +5,942 shares

    0.36% of the 13F portfolio, value $370,581.

    13F-HR 0002110062-26-000004 filed by Birchwood Financial Partners, 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 4,828 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $170,558.

    13F-HR 0002110062-26-000003 filed by Birchwood Financial Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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