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Disclosery

WATERSHED PRIVATE WEALTH LLC: IXC position timeline

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

WATERSHED PRIVATE WEALTH LLC held 15,823 IXC 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 15,823 shares
    Change vs previous 13F -1,111 shares

    0.22% of the 13F portfolio, value $777,384.

    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 16,934 shares
    Change vs previous 13F -5,202 shares

    0.3% of the 13F portfolio, value $975,568.

    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 22,136 shares
    Change vs previous 13F -26 shares

    0.28% of the 13F portfolio, value $928,162.

    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 22,162 shares
    Change vs previous 13F -3,671 shares

    0.29% of the 13F portfolio, value $925,264.

    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 25,833 shares
    Change vs previous 13F +15,107 shares

    0.37% of the 13F portfolio, value $1,014,990.

    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 10,726 shares
    Change vs previous 13F -666 shares

    0.18% of the 13F portfolio, value $451,243.

    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 11,392 shares
    Change vs previous 13F -1,400 shares

    0.17% of the 13F portfolio, value $434,947.

    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 12,792 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $517,820.

    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).