West Branch Capital LLC: SPGP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of West Branch Capital LLC on SPGP, newest first. How the timeline and the estimate are built.
West Branch Capital LLC held 2,055 SPGP shares at 2026-06-30 per its 13F-HR filed 2026-07-10.
the latest 13F is the newest step
- period ended2026-06-3013F 2,055 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $251,306.
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 2,055 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $221,160.
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 2,055 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $233,983.
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 2,055 sharesChange vs previous 13F -404 shares
0.06% of the 13F portfolio, value $233,490.
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 2,459 sharesChange vs previous 13F -44 shares
0.08% of the 13F portfolio, value $264,842.
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 2,503 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $250,007.
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 2,503 sharesChange vs previous 13F -15 shares
0.08% of the 13F portfolio, value $262,522.
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 2,518 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $263,566.
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).