Birch Financial Group, LLC

SEC CIK: 0002083592
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

EXC holding history

Exelon Corp in every 13F filed by Birch Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EXC overview All 13F holders of EXC Full Q2 2026 holdings

Shares (Q2 2026): 8,555
Value: $398.8K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of EXC by Birch Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,555	$398.8K	0.2%	+243+2.9%	Added	Holders
Q1 2026	8,312	$407.4K	0.2%	+1,169+16.4%	Added	Holders
Q4 2025	7,143	$311.4K	0.2%	+7,143	New	Holders