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WATERSHED PRIVATE WEALTH LLC: MUB position timeline

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

WATERSHED PRIVATE WEALTH LLC held 41,773 MUB 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 41,773 shares
    Change vs previous 13F +3,093 shares

    1.27% of the 13F portfolio, value $4,495,557.

    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 38,680 shares
    Change vs previous 13F -10,529 shares

    1.28% of the 13F portfolio, value $4,105,873.

    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 49,209 shares
    Change vs previous 13F +734 shares

    1.58% of the 13F portfolio, value $5,270,743.

    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 48,475 shares
    Change vs previous 13F -8,145 shares

    1.63% of the 13F portfolio, value $5,162,126.

    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 56,620 shares
    Change vs previous 13F +6,729 shares

    2.15% of the 13F portfolio, value $5,915,649.

    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 49,891 shares
    Change vs previous 13F -12,333 shares

    2.1% of the 13F portfolio, value $5,260,498.

    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 62,224 shares
    Change vs previous 13F +2,177 shares

    2.59% of the 13F portfolio, value $6,629,958.

    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 60,047 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $6,523,005.

    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).