Position in IT
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$3,325
-$18,118 QoQ
Shares Held
21
-75.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026West Branch Capital LLC holds $532,990 across 2 Information Technology Services names.
All Filings in IT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,325 | 21 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $21,443 | 85 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $22,343 | 85 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $26,274 | 65 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $27,283 | 65 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $31,490 | 65 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $32,939 | 65 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $28,739 | 64 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $30,506 | 64 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $28,871 | 64 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $21,991 | 64 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $22,419 | 64 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $20,849 | 64 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $21,512 | 64 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $17,708 | 64 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $15,477 | 64 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $19,037 | 64 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $21,396 | 64 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $19,448 | 64 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $15,500 | 64 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||