Back to COF-PN
Birchwood Financial Partners, Inc. → COF-PN
Birchwood Financial Partners, Inc. COF-PN Position History
COF-PN
Quarters held
46
Latest value
$65K
Q3 2026
Peak value
$2.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $464K |
| Q4 2025 | $1.2M |
| Q4 2025 | $87K |
| Q4 2025 | $206K |
| Q4 2025 | $127K |
| Q4 2025 | $839K |
| Q4 2025 | $730K |
| Q4 2025 | $756K |
| Q4 2025 | $171K |
| Q4 2025 | $125K |
| Q4 2025 | $80K |
| Q1 2026 | $573K |
| Q1 2026 | $1.2M |
| Q1 2026 | $84K |
| Q1 2026 | $202K |
| Q1 2026 | $121K |
| Q1 2026 | $902K |
| Q1 2026 | $799K |
| Q1 2026 | $322K |
| Q1 2026 | $1M |
| Q1 2026 | $371K |
| Q1 2026 | $260K |
| Q1 2026 | $60K |
| Q2 2026 | $1.1M |
| Q2 2026 | $2M |
| Q2 2026 | $97K |
| Q2 2026 | $227K |
| Q2 2026 | $140K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $327K |
| Q2 2026 | $1.3M |
| Q2 2026 | $420K |
| Q2 2026 | $510K |
| Q2 2026 | $66K |
| Q3 2026 | $1.3M |
| Q3 2026 | $2.2M |
| Q3 2026 | $96K |
| Q3 2026 | $223K |
| Q3 2026 | $140K |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.7M |
| Q3 2026 | $1.6M |
| Q3 2026 | $551K |
| Q3 2026 | $681K |
| Q3 2026 | $65K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $65K | 339 | — | — |
| Q3 2026 | $681K | 18.7K | — | — |
| Q3 2026 | $551K | 15.0K | — | — |
| Q3 2026 | $1.6M | 65.5K | — | — |
| Q3 2026 | $1.7M | 66.2K | — | — |
| Q3 2026 | $1.2M | 25.5K | — | — |
| Q3 2026 | $140K | 3.2K | — | — |
| Q3 2026 | $223K | 7.0K | — | — |
| Q3 2026 | $96K | 2.8K | — | — |
| Q3 2026 | $2.2M | 45.9K | — | — |
| Q3 2026 | $1.3M | 37.9K | — | — |
| Q2 2026 | $66K | 330 | — | — |
| Q2 2026 | $510K | 13.6K | — | — |
| Q2 2026 | $420K | 11.1K | — | — |
| Q2 2026 | $1.3M | 50.8K | — | — |
| Q2 2026 | $327K | 12.4K | — | — |
| Q2 2026 | $1.1M | 42.6K | — | — |
| Q2 2026 | $1.2M | 23.8K | — | — |
| Q2 2026 | $140K | 3.2K | — | — |
| Q2 2026 | $227K | 6.9K | — | — |
| Q2 2026 | $97K | 2.8K | — | — |
| Q2 2026 | $2M | 41.5K | — | — |
| Q2 2026 | $1.1M | 32.5K | — | — |
| Q1 2026 | $60K | 330 | — | — |
| Q1 2026 | $260K | 8.2K | — | — |
| Q1 2026 | $371K | 10.8K | — | — |
| Q1 2026 | $1M | 39.6K | — | — |
| Q1 2026 | $322K | 12.3K | — | — |
| Q1 2026 | $799K | 30.4K | — | — |
| Q1 2026 | $902K | 21.2K | — | — |
| Q1 2026 | $121K | 3.1K | — | — |
| Q1 2026 | $202K | 6.8K | — | — |
| Q1 2026 | $84K | 2.8K | — | — |
| Q1 2026 | $1.2M | 30.4K | — | — |
| Q1 2026 | $573K | 19.4K | — | — |
| Q4 2025 | $80K | 330 | — | — |
| Q4 2025 | $125K | 3.9K | — | — |
| Q4 2025 | $171K | 4.8K | — | — |
| Q4 2025 | $756K | 29.7K | — | — |
| Q4 2025 | $730K | 27.5K | — | — |
| Q4 2025 | $839K | 19.2K | — | — |
| Q4 2025 | $127K | 3.1K | — | — |
| Q4 2025 | $206K | 6.8K | — | — |
| Q4 2025 | $87K | 2.8K | — | — |
| Q4 2025 | $1.2M | 27.3K | — | — |
| Q4 2025 | $464K | 15.7K | — | — |
Other funds holding COF-PN
$5.6B
$5.6B
$3.6B
$3.3B
$3.1B
$2.9B
Other Birchwood Financial Partners, Inc. positions
ETHA
$9.2MISHARES ESG AWARE MSCI USA ETF
ETHA
$7.9MISHARES ESG AWARE MSCI USA ETF
ETHA
$7.2MISHARES ESG AWARE MSCI USA ETF
PDI
$7MPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
ETHA
$6.7MISHARES ESG AWARE MSCI USA ETF
VGES
$6.2MVANGUARD S&P 500 ETF
SCHW-PJ
$6.1MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
PDI
$5.7MPIMCO ACTIVE BOND EXCHANGE-TRADED FUND