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WATERSHED PRIVATE WEALTH LLC: VTEB position timeline

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

WATERSHED PRIVATE WEALTH LLC held 85,950 VTEB 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 85,950 shares
    Change vs previous 13F +3,075 shares

    1.22% of the 13F portfolio, value $4,347,372.

    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 82,875 shares
    Change vs previous 13F -4,344 shares

    1.29% of the 13F portfolio, value $4,134,627.

    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 87,219 shares
    Change vs previous 13F +379 shares

    1.32% of the 13F portfolio, value $4,386,250.

    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 86,840 shares
    Change vs previous 13F -15,759 shares

    1.37% of the 13F portfolio, value $4,348,062.

    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 102,599 shares
    Change vs previous 13F +17,779 shares

    1.83% of the 13F portfolio, value $5,030,445.

    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 84,820 shares
    Change vs previous 13F +23,583 shares

    1.68% of the 13F portfolio, value $4,208,785.

    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 61,237 shares
    Change vs previous 13F -9,579 shares

    1.2% of the 13F portfolio, value $3,069,792.

    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 70,816 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $3,620,147.

    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).