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Disclosery

West Branch Capital LLC: V position timeline

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

West Branch Capital LLC held 22,041 V 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 22,041 shares
    Change vs previous 13F +79 shares

    1.76% of the 13F portfolio, value $7,562,034.

    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 21,962 shares
    Change vs previous 13F +83 shares

    1.78% of the 13F portfolio, value $6,637,705.

    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 21,879 shares
    Change vs previous 13F +328 shares

    1.98% of the 13F portfolio, value $7,673,270.

    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 21,551 shares
    Change vs previous 13F +404 shares

    1.93% of the 13F portfolio, value $7,356,912.

    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 21,147 shares
    Change vs previous 13F +173 shares

    2.22% of the 13F portfolio, value $7,508,200.

    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 20,974 shares
    Change vs previous 13F +679 shares

    2.45% of the 13F portfolio, value $7,350,435.

    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 20,295 shares
    Change vs previous 13F +830 shares

    2.05% of the 13F portfolio, value $6,414,016.

    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 19,465 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $5,351,981.

    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).