West Branch Capital LLC: AJG position timeline

West Branch Capital LLC held 426 AJG 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 426 shares

   Change vs previous 13F -3 shares

   0.02% of the 13F portfolio, value $97,797.

   13F-HR 0001738723-26-000003 filed by West Branch Capital LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 429 shares

   Change vs previous 13F 0 shares

   0.02% of the 13F portfolio, value $92,913.

   13F-HR 0001738723-26-000002 filed by West Branch Capital LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 429 shares

   Change vs previous 13F -74 shares

   0.03% of the 13F portfolio, value $111,021.

   13F-HR 0001738723-26-000001 filed by West Branch Capital LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 503 shares

   Change vs previous 13F -159 shares

   0.04% of the 13F portfolio, value $155,800.

   13F-HR 0001738723-25-000005 filed by West Branch Capital LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 662 shares

   Change vs previous 13F -60 shares

   0.06% of the 13F portfolio, value $211,920.

   13F-HR 0001738723-25-000003 filed by West Branch Capital LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 722 shares

   Change vs previous 13F -136 shares

   0.08% of the 13F portfolio, value $249,264.

   13F-HR 0001738723-25-000002 filed by West Branch Capital LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 858 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $243,544.

   13F-HR 0001738723-25-000001 filed by West Branch Capital LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 858 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $241,416.

   13F-HR 0001738723-24-000005 filed by West Branch Capital LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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