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WATERSHED PRIVATE WEALTH LLC: IWF position timeline

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

WATERSHED PRIVATE WEALTH LLC held 14,497 IWF 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 14,497 shares
    Change vs previous 13F +10,844 shares

    0.51% of the 13F portfolio, value $1,800,092.

    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 3,653 shares
    Change vs previous 13F -38 shares

    0.49% of the 13F portfolio, value $1,557,639.

    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 3,691 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,746,950.

    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 3,691 shares
    Change vs previous 13F -25 shares

    0.55% of the 13F portfolio, value $1,728,901.

    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 3,716 shares
    Change vs previous 13F +416 shares

    0.57% of the 13F portfolio, value $1,577,739.

    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 3,300 shares
    Change vs previous 13F -15 shares

    0.48% of the 13F portfolio, value $1,191,597.

    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 3,315 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,331,238.

    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 3,315 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,244,385.

    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).