West Branch Capital LLC: QQQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Branch Capital LLC on QQQ, newest first. How the timeline and the estimate are built.
West Branch Capital LLC held 275 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 275 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $202,510.
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 275 sharesChange vs previous 13F +18 shares
0.04% of the 13F portfolio, value $158,725.
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 257 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $157,878.
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 257 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $154,296.
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 257 sharesChange vs previous 13F -2 shares
0.04% of the 13F portfolio, value $141,772.
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 259 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $121,451.
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 259 sharesChange vs previous 13F -8 shares
0.04% of the 13F portfolio, value $132,409.
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 267 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $130,315.
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).