West Branch Capital LLC: HD position timeline

West Branch Capital LLC held 14,511 HD 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 14,511 shares

   Change vs previous 13F +132 shares

   1.19% of the 13F portfolio, value $5,117,764.

   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 14,379 shares

   Change vs previous 13F +97 shares

   1.27% of the 13F portfolio, value $4,729,204.

   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 14,282 shares

   Change vs previous 13F +95 shares

   1.27% of the 13F portfolio, value $4,914,413.

   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 14,187 shares

   Change vs previous 13F +415 shares

   1.51% of the 13F portfolio, value $5,748,339.

   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 13,772 shares

   Change vs previous 13F +328 shares

   1.49% of the 13F portfolio, value $5,049,539.

   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 13,444 shares

   Change vs previous 13F +514 shares

   1.64% of the 13F portfolio, value $4,927,245.

   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 12,930 shares

   Change vs previous 13F +689 shares

   1.6% of the 13F portfolio, value $5,029,489.

   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 12,241 shares

   Change vs previous 13F not available

   1.71% of the 13F portfolio, value $4,960,132.

   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).