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Disclosery

WATERSHED PRIVATE WEALTH LLC: IJR position timeline

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

WATERSHED PRIVATE WEALTH LLC held 3,021 IJR 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 3,021 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $448,083.

    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 3,021 shares
    Change vs previous 13F +89 shares

    0.12% of the 13F portfolio, value $375,572.

    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 2,932 shares
    Change vs previous 13F -16 shares

    0.11% of the 13F portfolio, value $352,368.

    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 2,948 shares
    Change vs previous 13F -1,190 shares

    0.11% of the 13F portfolio, value $350,311.

    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 4,138 shares
    Change vs previous 13F -1,274 shares

    0.16% of the 13F portfolio, value $452,292.

    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 5,412 shares
    Change vs previous 13F -369 shares

    0.23% of the 13F portfolio, value $565,933.

    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 5,781 shares
    Change vs previous 13F -1,022 shares

    0.26% of the 13F portfolio, value $666,116.

    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 6,803 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $795,703.

    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).