West Branch Capital LLC: BRK-B position timeline

West Branch Capital LLC held 12,991 BRK-B 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 12,991 shares

   Change vs previous 13F +486 shares

   1.51% of the 13F portfolio, value $6,500,346.

   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 12,505 shares

   Change vs previous 13F +334 shares

   1.6% of the 13F portfolio, value $5,992,253.

   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 12,171 shares

   Change vs previous 13F +32 shares

   1.58% of the 13F portfolio, value $6,117,729.

   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 12,139 shares

   Change vs previous 13F +439 shares

   1.6% of the 13F portfolio, value $6,102,736.

   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 11,700 shares

   Change vs previous 13F +4,858 shares

   1.68% of the 13F portfolio, value $5,683,485.

   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 6,842 shares

   Change vs previous 13F +1,636 shares

   1.22% of the 13F portfolio, value $3,643,886.

   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 5,206 shares

   Change vs previous 13F +2,035 shares

   0.75% of the 13F portfolio, value $2,359,776.

   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 3,171 shares

   Change vs previous 13F not available

   0.5% of the 13F portfolio, value $1,459,485.

   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).