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Disclosery

Waterfront Wealth Inc.: BTT position timeline

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

Waterfront Wealth Inc. held 92,920 BTT 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 92,920 shares
    Change vs previous 13F -6,396 shares

    0.33% of the 13F portfolio, value $2,110,814.

    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 99,316 shares
    Change vs previous 13F -1,958 shares

    0.41% of the 13F portfolio, value $2,254,473.

    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 101,274 shares
    Change vs previous 13F -3,198 shares

    0.44% of the 13F portfolio, value $2,293,013.

    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 104,472 shares
    Change vs previous 13F -3,057 shares

    0.48% of the 13F portfolio, value $2,363,160.

    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 107,529 shares
    Change vs previous 13F -4,723 shares

    0.53% of the 13F portfolio, value $2,353,817.

    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 112,252 shares
    Change vs previous 13F -4,873 shares

    0.58% of the 13F portfolio, value $2,383,115.

    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 117,125 shares
    Change vs previous 13F +4,652 shares

    0.59% of the 13F portfolio, value $2,411,614.

    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 112,473 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,378,244.

    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).