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Disclosery

Waterfront Wealth Inc.: BRK-B position timeline

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

Waterfront Wealth Inc. held 30,965 BRK-B 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 30,965 shares
    Change vs previous 13F +138 shares

    2.37% of the 13F portfolio, value $15,287,730.

    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 30,827 shares
    Change vs previous 13F +174 shares

    2.71% of the 13F portfolio, value $14,772,298.

    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 30,653 shares
    Change vs previous 13F -196 shares

    2.8% of the 13F portfolio, value $14,746,085.

    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 30,849 shares
    Change vs previous 13F -103 shares

    3.1% of the 13F portfolio, value $15,131,035.

    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 30,952 shares
    Change vs previous 13F -329 shares

    3.37% of the 13F portfolio, value $15,035,310.

    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 31,281 shares
    Change vs previous 13F -633 shares

    4.06% of the 13F portfolio, value $16,659,635.

    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 31,914 shares
    Change vs previous 13F +104 shares

    3.52% of the 13F portfolio, value $14,465,978.

    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 31,810 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $14,492,954.

    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).