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Disclosery

Waterfront Wealth Inc.: C position timeline

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

Waterfront Wealth Inc. held 15,949 C 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 15,949 shares
    Change vs previous 13F -21 shares

    0.35% of the 13F portfolio, value $2,245,992.

    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 15,970 shares
    Change vs previous 13F +3,411 shares

    0.33% of the 13F portfolio, value $1,811,134.

    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 12,559 shares
    Change vs previous 13F -9,265 shares

    0.27% of the 13F portfolio, value $1,444,574.

    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 21,824 shares
    Change vs previous 13F -9,475 shares

    0.43% of the 13F portfolio, value $2,107,023.

    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 31,299 shares
    Change vs previous 13F -64 shares

    0.6% of the 13F portfolio, value $2,664,187.

    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 31,363 shares
    Change vs previous 13F -399 shares

    0.54% of the 13F portfolio, value $2,226,439.

    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 31,762 shares
    Change vs previous 13F +300 shares

    0.54% of the 13F portfolio, value $2,235,761.

    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 31,462 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,034,958.

    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).