Back to FDS
Birch Capital Management, LLC → FDS
Birch Capital Management, LLC FDS Position History
FactSet Research Systems Inc. • Technology
Quarters held
4
Latest value
$7M
Q3 2026
Peak value
$7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.4M |
| Q1 2026 | $3.4M |
| Q2 2026 | $5.5M |
| Q3 2026 | $7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7M | 26.0K | — | — |
| Q2 2026 | $5.5M | 23.7K | — | — |
| Q1 2026 | $3.4M | 15.8K | — | — |
| Q4 2025 | $3.4M | 11.6K | — | — |
Other funds holding FDS
$1.3B
$1.2B
$1.2B
$1.1B
$1.1B
$1.1B
$1.1B
$1.1B