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Birch Financial Group, LLC

SEC CIK
0002083592
Latest filing
Jul 15, 2026

WTW holding history

Willis Towers Watson PLC 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.

WTW overviewAll 13F holders of WTWFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2025
Holdings of WTW by Birch Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−707−100.0%Sold outHolders
Q1 2026707$205.4K0.1%−130−15.5%ReducedHolders
Q4 2025837$275.1K0.2%+1+0.1%AddedHolders
Q3 2025836$288.8K0.2%+836NewHolders