★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Birch Financial Group, Llc

Keene, NH · CIK 2083592 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$213.74MReported 13F valueQ3 2026 · as filed
1,075Holdings listed
+9.9%vs prior quartervalue change includes market moves
5Quarters on record
Oct 27Latest filed
Reported 13F value by quarter, Q3 2025 to Q3 2026Q3 2025: $496.0M$496.0MQ3 2025437 holdingsQ4 2025: $175.4M$175.4MQ4 2025136 holdingsQ1 2026: $171.2M$171.2MQ1 2026136 holdingsQ2 2026: $194.5M$194.5MQ2 2026135 holdingsQ3 2026: $213.7M$213.7MQ3 20261,075 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 27 2026 13F-HR · period Q3 2026

$213.74M · 1,075 holdings listed · View original SEC filing ↗
Jul 15 2026 13F-HR · period Q2 2026

$194.51M · 135 holdings listed · View original SEC filing ↗
Apr 17 2026 13F-HR · period Q1 2026

$171.19M · 136 holdings listed · View original SEC filing ↗
Jan 15 2026 13F-HR · period Q4 2025

$175.38M · 136 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$88.87M · 85 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$112.26M · 106 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$125.05M · 116 holdings listed · View original SEC filing ↗
Oct 31 2025 13F-HR · period Q3 2025

$169.79M · 130 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 27, 2026 · Change methodology