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Disclosery

West Branch Capital LLC: SGOL position timeline

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

West Branch Capital LLC held 10,178 SGOL 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 10,178 shares
    Change vs previous 13F -681 shares

    0.09% of the 13F portfolio, value $389,105.

    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 10,859 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $484,529.

    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 10,859 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $446,088.

    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 10,859 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $399,720.

    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 10,859 shares
    Change vs previous 13F -394 shares

    0.1% of the 13F portfolio, value $342,493.

    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 11,253 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $335,565.

    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 11,253 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $281,888.

    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 11,253 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $282,788.

    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).