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Disclosery

WATERSHED PRIVATE WEALTH LLC: DGS position timeline

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

WATERSHED PRIVATE WEALTH LLC held 8,356 DGS 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 8,356 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $540,717.

    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 8,356 shares
    Change vs previous 13F -1,336 shares

    0.16% of the 13F portfolio, value $502,196.

    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 9,692 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $554,770.

    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 9,692 shares
    Change vs previous 13F -523 shares

    0.17% of the 13F portfolio, value $553,413.

    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 10,215 shares
    Change vs previous 13F -94 shares

    0.21% of the 13F portfolio, value $564,277.

    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 10,309 shares
    Change vs previous 13F -176 shares

    0.2% of the 13F portfolio, value $498,028.

    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 10,485 shares
    Change vs previous 13F -10 shares

    0.2% of the 13F portfolio, value $512,926.

    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 10,495 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $563,582.

    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).