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West Branch Capital LLC: MSFT position timeline

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

West Branch Capital LLC held 55,029 MSFT 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 55,029 shares
    Change vs previous 13F +128 shares

    4.77% of the 13F portfolio, value $20,527,083.

    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 54,901 shares
    Change vs previous 13F -1,104 shares

    5.44% of the 13F portfolio, value $20,322,541.

    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 56,005 shares
    Change vs previous 13F +351 shares

    6.98% of the 13F portfolio, value $27,085,336.

    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 55,654 shares
    Change vs previous 13F +261 shares

    7.56% of the 13F portfolio, value $28,826,076.

    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 55,393 shares
    Change vs previous 13F -281 shares

    8.15% of the 13F portfolio, value $27,553,148.

    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).

  6. period ended2025-03-31
    13F 55,674 shares
    Change vs previous 13F +1,318 shares

    6.97% of the 13F portfolio, value $20,899,465.

    13F-HR 0001738723-25-000002 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).

  7. period ended2024-12-31
    13F 54,356 shares
    Change vs previous 13F +947 shares

    7.31% of the 13F portfolio, value $22,911,057.

    13F-HR 0001738723-25-000001 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).

  8. period ended2024-09-30
    13F 53,409 shares
    Change vs previous 13F not available

    7.95% of the 13F portfolio, value $22,981,678.

    13F-HR 0001738723-24-000005 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).