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Disclosery

Waterfront Wealth Inc.: BABA position timeline

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

Waterfront Wealth Inc. held 11,011 BABA 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 11,011 shares
    Change vs previous 13F +3,183 shares

    0.19% of the 13F portfolio, value $1,236,898.

    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 7,828 shares
    Change vs previous 13F +16 shares

    0.18% of the 13F portfolio, value $982,138.

    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 7,812 shares
    Change vs previous 13F -3 shares

    0.25% of the 13F portfolio, value $1,324,125.

    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 7,815 shares
    Change vs previous 13F -9,681 shares

    0.27% of the 13F portfolio, value $1,294,369.

    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 17,496 shares
    Change vs previous 13F -978 shares

    0.44% of the 13F portfolio, value $1,984,172.

    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 18,474 shares
    Change vs previous 13F -2,737 shares

    0.6% of the 13F portfolio, value $2,442,760.

    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 21,211 shares
    Change vs previous 13F +1,721 shares

    0.44% of the 13F portfolio, value $1,798,444.

    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 19,490 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,962,405.

    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).