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West Branch Capital LLC: SPY position timeline

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

West Branch Capital LLC held 30,320 SPY 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 30,320 shares
    Change vs previous 13F +151 shares

    5.26% of the 13F portfolio, value $22,642,081.

    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 30,169 shares
    Change vs previous 13F +91 shares

    5.25% of the 13F portfolio, value $19,620,068.

    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 30,078 shares
    Change vs previous 13F -128 shares

    5.29% of the 13F portfolio, value $20,510,894.

    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 30,206 shares
    Change vs previous 13F +1,099 shares

    5.28% of the 13F portfolio, value $20,122,951.

    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 29,107 shares
    Change vs previous 13F +981 shares

    5.32% of the 13F portfolio, value $17,983,651.

    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 28,126 shares
    Change vs previous 13F +1,038 shares

    5.25% of the 13F portfolio, value $15,733,497.

    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 27,088 shares
    Change vs previous 13F +847 shares

    5.06% of the 13F portfolio, value $15,875,725.

    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 26,241 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $15,056,243.

    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).