Number of Shares
18,912
Previous 16,885 12.0%
Holding current value
$1.16 Billion
Previous $790 Million 46.46%
% of portfolio
0.42%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025

BUY
N/A
2,027 Added 12.0%
18,912 $1.16 Billion
Q1 2025

Apr 10, 2025

BUY
N/A
2,565 Added 17.91%
16,885 $790 Million
Q3 2024

Oct 15, 2024

BUY
N/A
14,320 New
14,320 $517 Million
Track This Portfolio

Track Watershed Private Wealth LLC Portfolio

Follow Watershed Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Watershed Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Watershed Private Wealth LLC with notifications on news.