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Disclosery

Birchwood Financial Partners, Inc.: DSI position timeline

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

Birchwood Financial Partners, Inc. held 5,977 DSI 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 5,977 shares
    Change vs previous 13F +884 shares

    0.7% of the 13F portfolio, value $851,004.

    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 5,093 shares
    Change vs previous 13F +814 shares

    0.6% of the 13F portfolio, value $617,182.

    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 4,279 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $551,211.

    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).