Skip to content
Disclosery

Waterfront Wealth Inc.: BOND position timeline

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

Waterfront Wealth Inc. held 17,206 BOND 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 17,206 shares
    Change vs previous 13F +1,072 shares

    0.24% of the 13F portfolio, value $1,570,729.

    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 16,134 shares
    Change vs previous 13F +3,077 shares

    0.27% of the 13F portfolio, value $1,488,854.

    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 13,057 shares
    Change vs previous 13F +432 shares

    0.23% of the 13F portfolio, value $1,223,597.

    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 12,625 shares
    Change vs previous 13F +1,027 shares

    0.24% of the 13F portfolio, value $1,190,764.

    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 11,598 shares
    Change vs previous 13F +519 shares

    0.24% of the 13F portfolio, value $1,069,104.

    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 11,079 shares
    Change vs previous 13F -2,137 shares

    0.25% of the 13F portfolio, value $1,024,504.

    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 13,216 shares
    Change vs previous 13F +435 shares

    0.29% of the 13F portfolio, value $1,194,985.

    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 12,781 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,171,988.

    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).