Skip to content
Disclosery

WATERSHED PRIVATE WEALTH LLC: EFV position timeline

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

WATERSHED PRIVATE WEALTH LLC held 131,984 EFV 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 131,984 shares
    Change vs previous 13F -67,051 shares

    2.85% of the 13F portfolio, value $10,103,347.

    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 199,035 shares
    Change vs previous 13F +17,927 shares

    4.61% of the 13F portfolio, value $14,798,229.

    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 181,108 shares
    Change vs previous 13F -26,834 shares

    3.88% of the 13F portfolio, value $12,932,900.

    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 207,942 shares
    Change vs previous 13F -18,401 shares

    4.46% of the 13F portfolio, value $14,104,721.

    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 226,343 shares
    Change vs previous 13F +44,871 shares

    5.23% of the 13F portfolio, value $14,368,268.

    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 181,472 shares
    Change vs previous 13F -22,644 shares

    4.28% of the 13F portfolio, value $10,695,942.

    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 204,116 shares
    Change vs previous 13F +20,092 shares

    4.18% of the 13F portfolio, value $10,709,950.

    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 184,024 shares
    Change vs previous 13F not available

    4.22% of the 13F portfolio, value $10,586,920.

    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).