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Disclosery

WATERSHED PRIVATE WEALTH LLC: VO position timeline

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

WATERSHED PRIVATE WEALTH LLC held 20,100 VO 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 20,100 shares
    Change vs previous 13F +14,769 shares

    0.46% of the 13F portfolio, value $1,619,457.

    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 5,331 shares
    Change vs previous 13F -1,247 shares

    0.48% of the 13F portfolio, value $1,530,957.

    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 6,578 shares
    Change vs previous 13F -269 shares

    0.57% of the 13F portfolio, value $1,909,067.

    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 6,847 shares
    Change vs previous 13F -271 shares

    0.64% of the 13F portfolio, value $2,011,238.

    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 7,118 shares
    Change vs previous 13F -220 shares

    0.73% of the 13F portfolio, value $1,991,830.

    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 7,338 shares
    Change vs previous 13F -174 shares

    0.76% of the 13F portfolio, value $1,897,754.

    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 7,512 shares
    Change vs previous 13F -13 shares

    0.77% of the 13F portfolio, value $1,984,145.

    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 7,525 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,985,321.

    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).