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Disclosery

Waterfront Wealth Inc.: CGMS position timeline

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

Waterfront Wealth Inc. held 33,552 CGMS 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 33,552 shares
    Change vs previous 13F +2,831 shares

    0.14% of the 13F portfolio, value $915,306.

    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 30,721 shares
    Change vs previous 13F +2,644 shares

    0.15% of the 13F portfolio, value $836,546.

    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 28,077 shares
    Change vs previous 13F +1,087 shares

    0.15% of the 13F portfolio, value $780,153.

    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 26,990 shares
    Change vs previous 13F +358 shares

    0.15% of the 13F portfolio, value $751,375.

    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 26,632 shares
    Change vs previous 13F -18 shares

    0.16% of the 13F portfolio, value $735,566.

    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 26,650 shares
    Change vs previous 13F +4,850 shares

    0.18% of the 13F portfolio, value $727,545.

    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 21,800 shares
    Change vs previous 13F +798 shares

    0.14% of the 13F portfolio, value $594,701.

    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 21,002 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $577,132.

    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).