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Disclosery

WATERSHED PRIVATE WEALTH LLC: XCEM position timeline

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

WATERSHED PRIVATE WEALTH LLC held 63,731 XCEM 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 63,731 shares
    Change vs previous 13F -5,392 shares

    0.95% of the 13F portfolio, value $3,370,095.

    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 69,123 shares
    Change vs previous 13F -1,464 shares

    0.88% of the 13F portfolio, value $2,820,910.

    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 70,587 shares
    Change vs previous 13F -399 shares

    0.81% of the 13F portfolio, value $2,707,717.

    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 70,986 shares
    Change vs previous 13F -9,365 shares

    0.81% of the 13F portfolio, value $2,578,930.

    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 80,351 shares
    Change vs previous 13F -77,009 shares

    1% of the 13F portfolio, value $2,746,405.

    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 157,360 shares
    Change vs previous 13F -47,984 shares

    1.86% of the 13F portfolio, value $4,647,627.

    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 205,344 shares
    Change vs previous 13F +31,642 shares

    2.37% of the 13F portfolio, value $6,078,176.

    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 173,702 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $5,674,844.

    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).