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Watershed Private Wealth LLC

SEC CIK
0001965271
Latest filing
Jul 17, 2026

MS holding history

Morgan Stanley in every 13F filed by Watershed Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
1,289
Value
$269.5K
% of portfolio
0.1%
Quarters held
2
Since Q4 2025
Holdings of MS by Watershed Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,289$269.5K0.1%+1,289NewHolders
Q1 20260$00.0%−1,213−100.0%Sold outHolders
Q4 20251,213$215.4K0.1%+1,213NewHolders