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WATERSHED PRIVATE WEALTH LLC: IVV position timeline

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

WATERSHED PRIVATE WEALTH LLC held 90,706 IVV 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 90,706 shares
    Change vs previous 13F +14,817 shares

    19.13% of the 13F portfolio, value $67,929,147.

    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 75,889 shares
    Change vs previous 13F +8,733 shares

    15.46% of the 13F portfolio, value $49,571,774.

    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 67,156 shares
    Change vs previous 13F -279 shares

    13.8% of the 13F portfolio, value $45,998,011.

    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 67,435 shares
    Change vs previous 13F +3,759 shares

    14.26% of the 13F portfolio, value $45,134,242.

    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 63,676 shares
    Change vs previous 13F -8,956 shares

    14.39% of the 13F portfolio, value $39,536,666.

    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 72,632 shares
    Change vs previous 13F -5,049 shares

    16.32% of the 13F portfolio, value $40,811,863.

    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 77,681 shares
    Change vs previous 13F +3,122 shares

    17.83% of the 13F portfolio, value $45,729,466.

    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 74,559 shares
    Change vs previous 13F not available

    17.15% of the 13F portfolio, value $43,007,622.

    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).