Skip to content
Disclosery

WATERSHED PRIVATE WEALTH LLC: SPEM position timeline

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

WATERSHED PRIVATE WEALTH LLC held 12,696 SPEM 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 12,696 shares
    Change vs previous 13F -2,996 shares

    0.19% of the 13F portfolio, value $657,399.

    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 15,692 shares
    Change vs previous 13F -7,088 shares

    0.23% of the 13F portfolio, value $736,112.

    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 22,780 shares
    Change vs previous 13F -24 shares

    0.32% of the 13F portfolio, value $1,066,332.

    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 22,804 shares
    Change vs previous 13F -3,587 shares

    0.34% of the 13F portfolio, value $1,067,455.

    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 26,391 shares
    Change vs previous 13F -6,395 shares

    0.41% of the 13F portfolio, value $1,127,951.

    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 32,786 shares
    Change vs previous 13F -5 shares

    0.52% of the 13F portfolio, value $1,290,785.

    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 32,791 shares
    Change vs previous 13F -226 shares

    0.49% of the 13F portfolio, value $1,258,191.

    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 33,017 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,362,942.

    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).