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Disclosery

WATERSHED PRIVATE WEALTH LLC: ITOT position timeline

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

WATERSHED PRIVATE WEALTH LLC held 5,403 ITOT 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 5,403 shares
    Change vs previous 13F -696 shares

    0.25% of the 13F portfolio, value $887,528.

    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 6,099 shares
    Change vs previous 13F -82 shares

    0.27% of the 13F portfolio, value $868,661.

    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 6,181 shares
    Change vs previous 13F -4 shares

    0.28% of the 13F portfolio, value $919,032.

    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 6,185 shares
    Change vs previous 13F -8 shares

    0.28% of the 13F portfolio, value $900,825.

    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 6,193 shares
    Change vs previous 13F -811 shares

    0.3% of the 13F portfolio, value $836,284.

    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 7,004 shares
    Change vs previous 13F -3 shares

    0.34% of the 13F portfolio, value $854,558.

    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 7,007 shares
    Change vs previous 13F -6 shares

    0.35% of the 13F portfolio, value $901,240.

    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 7,013 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $880,973.

    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).