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Disclosery

Waterfront Wealth Inc.: ADX position timeline

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

Waterfront Wealth Inc. held 345,424 ADX 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 345,424 shares
    Change vs previous 13F -34,269 shares

    1.4% of the 13F portfolio, value $9,019,029.

    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 379,693 shares
    Change vs previous 13F -5,623 shares

    1.53% of the 13F portfolio, value $8,311,489.

    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 385,316 shares
    Change vs previous 13F -61,107 shares

    1.7% of the 13F portfolio, value $8,972,584.

    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 446,423 shares
    Change vs previous 13F +5,716 shares

    2.07% of the 13F portfolio, value $10,109,730.

    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 440,707 shares
    Change vs previous 13F +26,709 shares

    2.14% of the 13F portfolio, value $9,567,747.

    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 413,998 shares
    Change vs previous 13F +19,518 shares

    1.92% of the 13F portfolio, value $7,861,816.

    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 394,480 shares
    Change vs previous 13F +13,161 shares

    1.94% of the 13F portfolio, value $7,968,506.

    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 381,319 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $8,337,091.

    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).