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Disclosery

Waterfront Wealth Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterfront Wealth Inc. on AAPL, newest first. How the timeline and the estimate are built.

Waterfront Wealth Inc. held 53,949 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,949 shares
    Change vs previous 13F +2,682 shares

    2.64% of the 13F portfolio, value $17,011,354.

    13F-HR 0001775210-26-000008 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 51,267 shares
    Change vs previous 13F +1,127 shares

    2.39% of the 13F portfolio, value $13,011,097.

    13F-HR 0001775210-26-000004 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,140 shares
    Change vs previous 13F -485 shares

    2.41% of the 13F portfolio, value $12,665,827.

    13F-HR 0001775210-26-000002 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,625 shares
    Change vs previous 13F +115 shares

    2.67% of the 13F portfolio, value $13,039,352.

    13F-HR 0001775210-25-000004 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 50,510 shares
    Change vs previous 13F +8 shares

    2.32% of the 13F portfolio, value $10,363,163.

    13F-HR 0001085146-25-004458 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 50,502 shares
    Change vs previous 13F +793 shares

    2.74% of the 13F portfolio, value $11,217,953.

    13F-HR 0001085146-25-002350 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 49,709 shares
    Change vs previous 13F +463 shares

    3.03% of the 13F portfolio, value $12,448,233.

    13F-HR 0001085146-25-000704 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 49,246 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $11,493,542.

    13F-HR 0001085146-24-005262 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).