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Disclosery

Waterfront Wealth Inc.: BTZ position timeline

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

Waterfront Wealth Inc. held 122,488 BTZ 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 122,488 shares
    Change vs previous 13F +6,066 shares

    0.19% of the 13F portfolio, value $1,250,602.

    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 116,422 shares
    Change vs previous 13F +4,510 shares

    0.22% of the 13F portfolio, value $1,175,861.

    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 111,912 shares
    Change vs previous 13F +2,057 shares

    0.22% of the 13F portfolio, value $1,182,913.

    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 109,855 shares
    Change vs previous 13F -20,135 shares

    0.25% of the 13F portfolio, value $1,219,487.

    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 129,990 shares
    Change vs previous 13F -3,120 shares

    0.32% of the 13F portfolio, value $1,419,490.

    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 133,110 shares
    Change vs previous 13F -7,560 shares

    0.35% of the 13F portfolio, value $1,426,941.

    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 140,670 shares
    Change vs previous 13F +763 shares

    0.36% of the 13F portfolio, value $1,471,413.

    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 139,907 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,498,407.

    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).