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WATERSHED PRIVATE WEALTH LLC: EFG position timeline

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

WATERSHED PRIVATE WEALTH LLC held 93,224 EFG 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 93,224 shares
    Change vs previous 13F +15,698 shares

    3.27% of the 13F portfolio, value $11,598,938.

    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 77,526 shares
    Change vs previous 13F +54,434 shares

    2.69% of the 13F portfolio, value $8,634,098.

    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 23,092 shares
    Change vs previous 13F +974 shares

    0.79% of the 13F portfolio, value $2,630,669.

    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 22,118 shares
    Change vs previous 13F -57,010 shares

    0.8% of the 13F portfolio, value $2,518,843.

    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 79,128 shares
    Change vs previous 13F +6,717 shares

    3.23% of the 13F portfolio, value $8,862,325.

    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 72,411 shares
    Change vs previous 13F -32,730 shares

    2.9% of the 13F portfolio, value $7,241,113.

    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 105,141 shares
    Change vs previous 13F +17,380 shares

    3.97% of the 13F portfolio, value $10,180,816.

    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 87,761 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $9,447,476.

    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).