Birchwood Financial Partners, Inc.
All 13F Filings
- Location
- Bloomington, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 134,211
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 694 | 134,211 | 13F-HR | Birchwood Financial Partners, Inc. |
| Q2 2026 | 8/6/2026 | 352 | 122,265 | 13F-HR | Birchwood Financial Partners, Inc. |
| Q1 2026 | 5/5/2026 | 348 | 103,716 | 13F-HR | Birchwood Financial Partners, Inc. |
| Q4 2025 | 2/19/2026 | 352 | 100,725 | 13F-HR | Birchwood Financial Partners, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.53 K | 25.7% | 1.584 K | 0 | 1.584 K |
| ETFs | 99.67 K | 74.3% | 10.35 K | 0 | 10.35 K |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
134,211
Holdings
694
QoQ value change ($000)
11,946
(9.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.