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Disclosery

West Branch Capital LLC: WFC position timeline

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

West Branch Capital LLC held 22,485 WFC 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 22,485 shares
    Change vs previous 13F -6,919 shares

    0.43% of the 13F portfolio, value $1,858,193.

    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 29,404 shares
    Change vs previous 13F +946 shares

    0.63% of the 13F portfolio, value $2,340,880.

    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 28,458 shares
    Change vs previous 13F +1,473 shares

    0.68% of the 13F portfolio, value $2,652,313.

    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 26,985 shares
    Change vs previous 13F +2,086 shares

    0.59% of the 13F portfolio, value $2,261,866.

    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 24,899 shares
    Change vs previous 13F +2,808 shares

    0.59% of the 13F portfolio, value $1,994,941.

    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 22,091 shares
    Change vs previous 13F +4,904 shares

    0.53% of the 13F portfolio, value $1,585,916.

    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 17,187 shares
    Change vs previous 13F +5,979 shares

    0.39% of the 13F portfolio, value $1,207,215.

    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 11,208 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $633,138.

    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).