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Disclosery

West Branch Capital LLC: FLDR position timeline

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

West Branch Capital LLC held 2,398 FLDR 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 2,398 shares
    Change vs previous 13F +21 shares

    0.03% of the 13F portfolio, value $120,183.

    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 2,377 shares
    Change vs previous 13F +22 shares

    0.03% of the 13F portfolio, value $118,974.

    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 2,355 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $118,303.

    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 2,332 shares
    Change vs previous 13F +24 shares

    0.03% of the 13F portfolio, value $117,070.

    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 2,308 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $115,552.

    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).