West Branch Capital LLC quarter change: USA Bonds: Zero-Coupon Convertibles, Sold out
In zero-coupon convertible notes (no coupon in the filed class) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, West Branch Capital LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1738723): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Landmark Wealth Management, LLC | United States | $0.373B | 148 |
| Once Capital Management, LLC | United States | $0.374B | 22 |
| Bull Harbor Capital LLC | United States | $0.373B | 458 |
| Compass Advisory Group LLC | United States | $0.374B | 86 |
| Helix Partners Management LP | United States | $0.374B | 13 |
| HIGHLAND PEAK CAPITAL, LLC | United States | $0.373B | 16 |
| JOHO CAPITAL LLC | United States | $0.373B | 10 |
| Able Wealth Management LLC | United States | $0.374B | 138 |
| RIT CAPITAL PARTNERS PLC | United Kingdom | $0.374B | 12 |
| Freedom Day Solutions, LLC | United States | $0.373B | 96 |