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Disclosery

Waterfront Wealth Inc.: BLW position timeline

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

Waterfront Wealth Inc. held 156,398 BLW 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 156,398 shares
    Change vs previous 13F +136,443 shares

    0.31% of the 13F portfolio, value $1,994,078.

    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 19,955 shares
    Change vs previous 13F -340 shares

    0.05% of the 13F portfolio, value $251,230.

    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 20,295 shares
    Change vs previous 13F -1,227 shares

    0.05% of the 13F portfolio, value $279,558.

    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 21,522 shares
    Change vs previous 13F -5,264 shares

    0.06% of the 13F portfolio, value $297,219.

    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 26,786 shares
    Change vs previous 13F -4,101 shares

    0.09% of the 13F portfolio, value $379,828.

    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 30,887 shares
    Change vs previous 13F -7,659 shares

    0.11% of the 13F portfolio, value $436,738.

    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 38,546 shares
    Change vs previous 13F -13,460 shares

    0.13% of the 13F portfolio, value $544,659.

    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 52,006 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $741,919.

    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).