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West Branch Capital LLC: VBR position timeline

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

West Branch Capital LLC held 2,907 VBR 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 2,907 shares
    Change vs previous 13F -713 shares

    0.16% of the 13F portfolio, value $706,372.

    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 3,620 shares
    Change vs previous 13F -808 shares

    0.21% of the 13F portfolio, value $786,445.

    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 4,428 shares
    Change vs previous 13F -1,232 shares

    0.24% of the 13F portfolio, value $937,860.

    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 5,660 shares
    Change vs previous 13F -161 shares

    0.31% of the 13F portfolio, value $1,181,351.

    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 5,821 shares
    Change vs previous 13F -2,223 shares

    0.34% of the 13F portfolio, value $1,135,167.

    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 8,044 shares
    Change vs previous 13F -692 shares

    0.5% of the 13F portfolio, value $1,498,536.

    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 8,736 shares
    Change vs previous 13F -84 shares

    0.55% of the 13F portfolio, value $1,731,307.

    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 8,820 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,770,916.

    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).