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WATERSHED PRIVATE WEALTH LLC: QUAL position timeline

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

WATERSHED PRIVATE WEALTH LLC held 13,464 QUAL 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 13,464 shares
    Change vs previous 13F -30,468 shares

    0.83% of the 13F portfolio, value $2,954,507.

    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 43,932 shares
    Change vs previous 13F -356 shares

    2.63% of the 13F portfolio, value $8,426,604.

    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 44,288 shares
    Change vs previous 13F -29,976 shares

    2.64% of the 13F portfolio, value $8,796,575.

    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 74,264 shares
    Change vs previous 13F -9,467 shares

    4.56% of the 13F portfolio, value $14,444,391.

    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 83,731 shares
    Change vs previous 13F +5,409 shares

    5.57% of the 13F portfolio, value $15,307,763.

    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 78,322 shares
    Change vs previous 13F +12,291 shares

    5.35% of the 13F portfolio, value $13,384,367.

    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 66,031 shares
    Change vs previous 13F +2,233 shares

    4.59% of the 13F portfolio, value $11,758,753.

    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 63,798 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $11,439,116.

    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).