WATERSHED PRIVATE WEALTH LLC quarter change: Foreign Other Stocks, Unchanged
In shares no fund filing gives a ticker for, so this site has no page for them (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, WATERSHED PRIVATE WEALTH LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1965271): 2026-03-31 (filed 2026-04-17) and 2026-06-30 (filed 2026-07-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Windmill Hill Asset Management Ltd | United Kingdom | $0.321B | 23 |
| BRADY FAMILY WEALTH, LLC | United States | $0.321B | 110 |
| FINANCIAL LIFE ADVISORS | United States | $0.321B | 52 |
| HAMILTON CAPITAL PARTNERS, LLC | United States | $0.320B | 30 |
| Darwin Wealth Management, LLC | United States | $0.321B | 604 |
| Edenbrook Capital, LLC | United States | $0.321B | 28 |
| Hixon Zuercher, LLC | United States | $0.321B | 85 |
| Quaker Wealth Management, LLC | United States | $0.320B | 975 |
| FORTRESS PRIVATE LEDGER, LLC | United States | $0.320B | 252 |
| Santori & Peters, Inc. | United States | $0.321B | 79 |