Skip to main content

Stillwater Private Wealth, LLC

SEC CIK
0002137933
Latest filing
Aug 13, 2026

WSFS holding history

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

WSFS overviewAll 13F holders of WSFSFull Q2 2026 holdings

Shares (Q2 2026)
3,568
Value
$289.0K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of WSFS by Stillwater Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,568$289.0K0.2%−385−9.7%ReducedHolders
Q1 20263,953$258.0K0.2%–No prior filingHolders