Birch Financial Group, LLC

SEC CIK: 0002083592
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

SPG holding history

Simon Property Group Inc. 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.

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

Shares (Q2 2026): 2,047
Value: $457.8K
% of portfolio: 0.2%
Quarters held: 4; Since Q3 2025

Holdings of SPG by Birch Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,047	$457.8K	0.2%	00.0%	Unchanged	Holders
Q1 2026	2,047	$381.8K	0.2%	+5+0.2%	Added	Holders
Q4 2025	2,042	$377.9K	0.2%	+10.0%	Added	Holders
Q3 2025	2,041	$383.1K	0.2%	+2,041	New	Holders