Current Market Value 195,259,823
Current Holdings 80
Most Recent File Date 2025-07-24
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Birch Capital Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-24 2025-06-30 13F-HR 80 195,260
2025-04-16 2025-03-31 13F-HR 82 192,309
2025-01-07 2024-12-31 13F-HR 84 198,684
2024-10-15 2024-09-30 13F-HR 85 204,677
2024-07-08 2024-06-30 13F-HR 86 192,368
2024-04-11 2024-03-31 13F-HR 89 192,471
2024-01-24 2023-12-31 13F-HR 92 174,229
2023-10-12 2023-09-30 13F-HR 98 158,022
2023-07-12 2023-06-30 13F-HR 102 164,561
2023-04-10 2023-03-31 13F-HR 99 155,302
2023-02-06 2022-12-31 13F-HR 106 145,301
2023-03-30 2022-09-30 13F-HR/A 1 R 92 132,380
2023-03-30 2022-09-30 13F-HR/A 2 N 15 109
2022-10-06 2022-09-30 13F-HR 92 132,076
2023-03-30 2022-06-30 13F-HR/A 1 R 102 140,102
2022-07-07 2022-06-30 13F-HR 102 139,963
2022-04-05 2022-03-31 13F-HR 85 162,572
2022-01-06 2021-12-31 13F-HR 84 166,783
2021-10-05 2021-09-30 13F-HR 82 147,270
2021-07-28 2021-06-30 13F-HR 81 147,362
2021-04-05 2021-03-31 13F-HR 82 135,888
2021-02-02 2020-12-31 13F-HR 82 131,062
2020-10-06 2020-09-30 13F-HR 102 115,042
2020-07-02 2020-06-30 13F-HR 95 106,768
2020-04-02 2020-03-31 13F-HR 90 86,857
2020-01-27 2019-12-31 13F-HR 81 102,050