Skip to content
Disclosery

Birchwood Financial Partners, Inc.: IAU position timeline

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

Birchwood Financial Partners, Inc. held 5,217 IAU 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 5,217 shares
    Change vs previous 13F -9 shares

    0.32% of the 13F portfolio, value $393,936.

    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 5,226 shares
    Change vs previous 13F -2,756 shares

    0.44% of the 13F portfolio, value $460,724.

    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 7,982 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $647,899.

    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).