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Disclosery

West Branch Capital LLC: PM position timeline

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

West Branch Capital LLC held 8,471 PM 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 8,471 shares
    Change vs previous 13F -366 shares

    0.36% of the 13F portfolio, value $1,532,433.

    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 8,837 shares
    Change vs previous 13F +929 shares

    0.39% of the 13F portfolio, value $1,461,050.

    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 7,908 shares
    Change vs previous 13F +940 shares

    0.33% of the 13F portfolio, value $1,268,516.

    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 6,968 shares
    Change vs previous 13F +1,928 shares

    0.3% of the 13F portfolio, value $1,130,252.

    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 5,040 shares
    Change vs previous 13F +1,775 shares

    0.27% of the 13F portfolio, value $917,910.

    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 3,265 shares
    Change vs previous 13F +2,658 shares

    0.17% of the 13F portfolio, value $518,254.

    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 607 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $73,053.

    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 607 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $73,690.

    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).