West Branch Capital LLC: MO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Branch Capital LLC on MO, newest first. How the timeline and the estimate are built.
West Branch Capital LLC held 506 MO shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 506 sharesChange vs previous 13F -400 shares
0.01% of the 13F portfolio, value $36,407.
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 906 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $59,787.
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 906 sharesChange vs previous 13F -356 shares
0.01% of the 13F portfolio, value $52,240.
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 1,262 sharesChange vs previous 13F +356 shares
0.02% of the 13F portfolio, value $83,368.
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 906 sharesChange vs previous 13F -300 shares
0.02% of the 13F portfolio, value $53,119.
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 1,206 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $72,385.
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 1,206 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $63,062.
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 1,206 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $61,555.
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).