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Disclosery

Waterfront Wealth Inc.: ALLY position timeline

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

Waterfront Wealth Inc. held 52,201 ALLY 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 52,201 shares
    Change vs previous 13F +296 shares

    0.37% of the 13F portfolio, value $2,379,838.

    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 51,905 shares
    Change vs previous 13F +3,121 shares

    0.37% of the 13F portfolio, value $2,036,252.

    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 48,784 shares
    Change vs previous 13F -65 shares

    0.39% of the 13F portfolio, value $2,034,794.

    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 48,849 shares
    Change vs previous 13F +10,811 shares

    0.41% of the 13F portfolio, value $1,982,734.

    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 38,038 shares
    Change vs previous 13F -137 shares

    0.33% of the 13F portfolio, value $1,481,570.

    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 38,175 shares
    Change vs previous 13F -12,749 shares

    0.34% of the 13F portfolio, value $1,392,254.

    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 50,924 shares
    Change vs previous 13F +389 shares

    0.45% of the 13F portfolio, value $1,833,772.

    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 50,535 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,765,944.

    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).