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Disclosery

WATERSHED PRIVATE WEALTH LLC: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WATERSHED PRIVATE WEALTH LLC on DFAT, newest first. How the timeline and the estimate are built.

WATERSHED PRIVATE WEALTH LLC held 114,095 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,095 shares
    Change vs previous 13F -3,066 shares

    2.25% of the 13F portfolio, value $7,975,268.

    13F-HR 0001965271-26-000003 filed by WATERSHED PRIVATE WEALTH 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 117,161 shares
    Change vs previous 13F -8,323 shares

    2.28% of the 13F portfolio, value $7,316,700.

    13F-HR 0001965271-26-000002 filed by WATERSHED PRIVATE WEALTH 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 125,484 shares
    Change vs previous 13F +2,678 shares

    2.24% of the 13F portfolio, value $7,471,336.

    13F-HR 0001965271-26-000001 filed by WATERSHED PRIVATE WEALTH 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 122,806 shares
    Change vs previous 13F +2,014 shares

    2.26% of the 13F portfolio, value $7,148,532.

    13F-HR 0001965271-25-000004 filed by WATERSHED PRIVATE WEALTH 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 120,792 shares
    Change vs previous 13F +8,797 shares

    2.37% of the 13F portfolio, value $6,517,911.

    13F-HR 0001085146-25-004050 filed by WATERSHED PRIVATE WEALTH 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 111,995 shares
    Change vs previous 13F +7,222 shares

    2.31% of the 13F portfolio, value $5,766,620.

    13F-HR 0001085146-25-001996 filed by WATERSHED PRIVATE WEALTH 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 104,773 shares
    Change vs previous 13F -333 shares

    2.27% of the 13F portfolio, value $5,831,650.

    13F-HR 0001085146-25-000407 filed by WATERSHED PRIVATE WEALTH 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 105,106 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $5,847,100.

    13F-HR 0001085146-24-004879 filed by WATERSHED PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).