West Branch Capital LLC TDOC TELADOC HEALTH INC

Ownership history in West Branch Capital LLC  ·  18 quarters on record

AI Ownership Summary

West Branch Capital LLC reported TELADOC HEALTH INC (TDOC) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows TDOC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TDOC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was West Branch Capital LLC's position in TELADOC HEALTH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TDOC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How West Branch Capital LLC held TDOC — position size vs. price
% of Fund (quarterly)    TDOC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 49 0% 0.00% $359 2025-10-21 $8.66
2025 Q2 REDUCED 91.5% -5.9% 49 -526 -91.5% 0.00% $359 2025-07-16 $7.88
2025 Q1 UNCHANGED 575 0% 0.00% $5K 2025-04-16 $6.90
2024 Q4 ADDED 575 +526 +1073.5% 0.00% $5K 2025-01-17 $9.09
2024 Q3 UNCHANGED 49 0% 0.00% $450 2024-10-18 $9.84
2024 Q2 UNCHANGED 49 0% 0.00% $480 2024-07-26 $9.37
2024 Q1 UNCHANGED 49 0% 0.00% $740 2024-04-24 $13.73
2023 Q4 UNCHANGED 49 0% 0.00% $1K 2024-01-19 $20.24
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About West Branch Capital LLC and TDOC

These are the practical questions this page is built to answer before you even open the full history table.

How long has West Branch Capital LLC reported owning TDOC?

West Branch Capital LLC reported TDOC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TDOC position in West Branch Capital LLC's portfolio?

The largest reported portfolio weight for TDOC was 0.00% in 2024 Q4.

What is the latest reported TDOC position on this page?

The most recent filing on this page is 2025 Q3, when West Branch Capital LLC reported 49 shares, equal to 0.00% of portfolio, with an estimated market value of $359.

What does the chart on this TDOC ownership page compare?

The chart compares West Branch Capital LLC's quarterly TDOC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did West Branch Capital LLC time their TDOC position?

Based on 13F filing dates vs. subsequent TDOC price moves, West Branch Capital LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on TDOC relative to SPY over the holding period was -54.0%.

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