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BIRCH FINANCIAL GROUP, LLC → GS-PD

BIRCH FINANCIAL GROUP, LLC GS-PD Position History

GS-PD

Quarters held
5
Latest value
$3.6M
Q3 2026
Peak value
$4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.2M
Q4 2025$3.5M
Q1 2026$3.4M
Q2 2026$4M
Q3 2026$3.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.6M4.1K——
Q2 2026$4M4.0K——
Q1 2026$3.4M4.0K——
Q4 2025$3.5M4.0K——
Q3 2025$3.2M4.0K——

Other funds holding GS-PD

Other BIRCH FINANCIAL GROUP, LLC positions

AXP

AMERICAN EXPRESS CO

$22.9M
AXP

AMERICAN EXPRESS CO

$21M
AXP

AMERICAN EXPRESS CO

$20.6M
AXP

AMERICAN EXPRESS CO

$19M
AXP

American Express Company Common Stock

$18.9M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$16M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$15.1M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$15.1M