WATERSHED PRIVATE WEALTH LLC SEC EDGAR Filings (CIK 0001965271)

SEC EDGAR filings, ownership reports, and insider transactions for WATERSHED PRIVATE WEALTH LLC.

Business address
1415 W. 22 Nd St, Suite 550, Oak Brook, IL, 60523
Top securities (13F)
IVV, NVDA, AGG, VUG, QUAL, EFV, VTV, OEF, DYNF, QQQ, VWO, DFAT, TLH, MUB, SHLD, VV, META, VTEB, DASH, and SPY
State of incorporation
IL
Fiscal year end
31 December
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WATERSHED PRIVATE WEALTH LLC has filed 14 SEC EDGAR filings since 10 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-22886
N-PX Open Document Open Filing 07 Aug 2025 30 Jun 2025 028-22886
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-22886
13F-HR Open Document Open Filing 10 Apr 2025 31 Mar 2025 028-22886
13F-HR Open Document Open Filing 22 Jan 2025 31 Dec 2024 028-22886
13F-HR Open Document Open Filing 15 Oct 2024 30 Sep 2024 028-22886
N-PX Open Document Open Filing 27 Aug 2024 30 Jun 2024 028-22886
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-22886
13F-HR Open Document Open Filing 07 May 2024 31 Mar 2024 028-22886
13F-HR Open Document Open Filing 07 Feb 2024 31 Dec 2023 028-22886
13F-HR Open Document Open Filing 19 Oct 2023 30 Sep 2023 028-22886
13F-HR Open Document Open Filing 13 Jul 2023 30 Jun 2023 028-22886
13F-HR Open Document Open Filing 11 May 2023 31 Mar 2023 028-22886
13F-HR Open Document Open Filing 10 Feb 2023 31 Dec 2022 028-22886