West Branch Capital LLC: ITOT position timeline

West Branch Capital LLC held 1,422 ITOT 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 1,422 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $233,592.

   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 1,422 shares

   Change vs previous 13F -370 shares

   0.05% of the 13F portfolio, value $202,536.

   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 1,792 shares

   Change vs previous 13F -1,570 shares

   0.07% of the 13F portfolio, value $266,453.

   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 3,362 shares

   Change vs previous 13F +232 shares

   0.13% of the 13F portfolio, value $489,725.

   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 3,130 shares

   Change vs previous 13F -42 shares

   0.13% of the 13F portfolio, value $422,684.

   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 3,172 shares

   Change vs previous 13F -301 shares

   0.13% of the 13F portfolio, value $386,977.

   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 3,473 shares

   Change vs previous 13F +14 shares

   0.14% of the 13F portfolio, value $446,745.

   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 3,459 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $434,550.

   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).