Position in SOLV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$135,861
+$18,452 QoQ
Shares Held
1,761
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#511
of 873 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Birchwood Financial Partners, Inc. holds $181,842 across 3 Medical Instruments & Supplies names. SOLV ranks #1 (74.7% of the industry book) .
All Filings in SOLV
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,861 | 1,761 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $117,409 | 1,798 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $142,473 | 1,798 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||