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West Branch Capital LLC: SCHG position timeline

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

West Branch Capital LLC held 30,287 SCHG 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 30,287 shares
    Change vs previous 13F +15,409 shares

    0.24% of the 13F portfolio, value $1,024,928.

    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 14,878 shares
    Change vs previous 13F +12 shares

    0.12% of the 13F portfolio, value $433,401.

    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 14,866 shares
    Change vs previous 13F +9 shares

    0.12% of the 13F portfolio, value $484,939.

    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 14,857 shares
    Change vs previous 13F +8 shares

    0.12% of the 13F portfolio, value $474,096.

    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 14,849 shares
    Change vs previous 13F -6,491 shares

    0.13% of the 13F portfolio, value $433,731.

    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 21,340 shares
    Change vs previous 13F +12 shares

    0.18% of the 13F portfolio, value $534,349.

    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 21,328 shares
    Change vs previous 13F +15,999 shares

    0.19% of the 13F portfolio, value $594,410.

    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 5,329 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $555,204.

    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).