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Disclosery

West Branch Capital LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Branch Capital LLC on AAPL, newest first. How the timeline and the estimate are built.

West Branch Capital LLC held 148,498 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,498 shares
    Change vs previous 13F -2,957 shares

    9.99% of the 13F portfolio, value $42,969,302.

    13F-HR 0001738723-26-000003 filed by West Branch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 151,455 shares
    Change vs previous 13F +514 shares

    10.29% of the 13F portfolio, value $38,437,721.

    13F-HR 0001738723-26-000002 filed by West Branch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 150,941 shares
    Change vs previous 13F -1,284 shares

    10.57% of the 13F portfolio, value $41,034,922.

    13F-HR 0001738723-26-000001 filed by West Branch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 152,225 shares
    Change vs previous 13F -390 shares

    10.17% of the 13F portfolio, value $38,761,179.

    13F-HR 0001738723-25-000005 filed by West Branch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 152,615 shares
    Change vs previous 13F -2,269 shares

    9.26% of the 13F portfolio, value $31,312,087.

    13F-HR 0001738723-25-000003 filed by West Branch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 154,884 shares
    Change vs previous 13F +147 shares

    11.48% of the 13F portfolio, value $34,404,355.

    13F-HR 0001738723-25-000002 filed by West Branch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 154,737 shares
    Change vs previous 13F +1,995 shares

    12.36% of the 13F portfolio, value $38,749,227.

    13F-HR 0001738723-25-000001 filed by West Branch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 152,742 shares
    Change vs previous 13F not available

    12.31% of the 13F portfolio, value $35,588,997.

    13F-HR 0001738723-24-000005 filed by West Branch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).