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WATERSHED PRIVATE WEALTH LLC: SPMO position timeline

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

WATERSHED PRIVATE WEALTH LLC held 31,857 SPMO 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 31,857 shares
    Change vs previous 13F -17,579 shares

    1.45% of the 13F portfolio, value $5,146,179.

    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 49,436 shares
    Change vs previous 13F +385 shares

    1.73% of the 13F portfolio, value $5,542,266.

    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 49,051 shares
    Change vs previous 13F +19,869 shares

    1.76% of the 13F portfolio, value $5,852,749.

    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 29,182 shares
    Change vs previous 13F -2,096 shares

    1.12% of the 13F portfolio, value $3,532,809.

    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 31,278 shares
    Change vs previous 13F -1,229 shares

    1.28% of the 13F portfolio, value $3,517,884.

    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 32,507 shares
    Change vs previous 13F -20,120 shares

    1.2% of the 13F portfolio, value $3,007,881.

    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 52,627 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $5,000,062.

    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).