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Disclosery

Waterfront Wealth Inc.: BMY position timeline

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

Waterfront Wealth Inc. held 33,448 BMY 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 33,448 shares
    Change vs previous 13F +289 shares

    0.3% of the 13F portfolio, value $1,925,954.

    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 33,159 shares
    Change vs previous 13F +1,414 shares

    0.37% of the 13F portfolio, value $2,011,089.

    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 31,745 shares
    Change vs previous 13F +98 shares

    0.33% of the 13F portfolio, value $1,749,242.

    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 31,647 shares
    Change vs previous 13F -437 shares

    0.29% of the 13F portfolio, value $1,418,570.

    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 32,084 shares
    Change vs previous 13F -734 shares

    0.33% of the 13F portfolio, value $1,485,189.

    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 32,818 shares
    Change vs previous 13F +148 shares

    0.49% of the 13F portfolio, value $2,001,560.

    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 32,670 shares
    Change vs previous 13F +812 shares

    0.45% of the 13F portfolio, value $1,847,797.

    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 31,858 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,674,112.

    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).