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Disclosery

Waterfront Wealth Inc.: BDJ position timeline

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

Waterfront Wealth Inc. held 848,328 BDJ 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 848,328 shares
    Change vs previous 13F +10,670 shares

    1.27% of the 13F portfolio, value $8,203,333.

    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 837,658 shares
    Change vs previous 13F +59,268 shares

    1.33% of the 13F portfolio, value $7,220,616.

    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 778,390 shares
    Change vs previous 13F -137,343 shares

    1.4% of the 13F portfolio, value $7,385,729.

    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 915,733 shares
    Change vs previous 13F +225,076 shares

    1.68% of the 13F portfolio, value $8,218,706.

    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 690,657 shares
    Change vs previous 13F +46,150 shares

    1.38% of the 13F portfolio, value $6,139,943.

    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 644,507 shares
    Change vs previous 13F +23,288 shares

    1.35% of the 13F portfolio, value $5,542,761.

    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 621,219 shares
    Change vs previous 13F +23,355 shares

    1.25% of the 13F portfolio, value $5,143,691.

    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 597,864 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $5,252,715.

    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).