West Branch Capital LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Branch Capital LLC on LLY, newest first. How the timeline and the estimate are built.
West Branch Capital LLC held 8,703 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 8,703 sharesChange vs previous 13F +178 shares
2.43% of the 13F portfolio, value $10,438,580.
13F-HR 0001738723-26-000003 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,525 sharesChange vs previous 13F +33 shares
2.1% of the 13F portfolio, value $7,841,146.
13F-HR 0001738723-26-000002 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,492 sharesChange vs previous 13F +94 shares
2.35% of the 13F portfolio, value $9,126,074.
13F-HR 0001738723-26-000001 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 8,398 sharesChange vs previous 13F +165 shares
1.68% of the 13F portfolio, value $6,407,654.
13F-HR 0001738723-25-000005 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,233 sharesChange vs previous 13F +2,498 shares
1.9% of the 13F portfolio, value $6,417,811.
13F-HR 0001738723-25-000003 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,735 sharesChange vs previous 13F +611 shares
1.58% of the 13F portfolio, value $4,736,961.
13F-HR 0001738723-25-000002 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,124 sharesChange vs previous 13F +612 shares
1.26% of the 13F portfolio, value $3,955,945.
13F-HR 0001738723-25-000001 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,512 sharesChange vs previous 13F not available
1.38% of the 13F portfolio, value $3,997,197.
13F-HR 0001738723-24-000005 filed by West Branch Capital LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).