Waterfront Wealth Inc.: COUR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterfront Wealth Inc. on COUR, newest first. How the timeline and the estimate are built.
Waterfront Wealth Inc. held 558,427 COUR shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 558,427 sharesChange vs previous 13F +194,088 shares
0.49% of the 13F portfolio, value $3,188,618.
13F-HR 0001775210-26-000008 filed by Waterfront Wealth Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 364,339 sharesChange vs previous 13F +180,374 shares
0.39% of the 13F portfolio, value $2,120,453.
13F-HR 0001775210-26-000004 filed by Waterfront Wealth Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 183,965 sharesChange vs previous 13F +47,448 shares
0.22% of the 13F portfolio, value $1,173,697.
13F-HR 0001775210-26-000002 filed by Waterfront Wealth Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 136,517 sharesChange vs previous 13F -35,726 shares
0.29% of the 13F portfolio, value $1,438,207.
13F-HR 0001775210-25-000004 filed by Waterfront Wealth Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 172,243 sharesChange vs previous 13F -15,027 shares
0.34% of the 13F portfolio, value $1,508,849.
13F-HR 0001085146-25-004458 filed by Waterfront Wealth Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 187,270 sharesChange vs previous 13F +30,859 shares
0.3% of the 13F portfolio, value $1,247,218.
13F-HR 0001085146-25-002350 filed by Waterfront Wealth Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 156,411 sharesChange vs previous 13F +2,543 shares
0.32% of the 13F portfolio, value $1,329,494.
13F-HR 0001085146-25-000704 filed by Waterfront Wealth Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 153,868 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $1,113,235.
13F-HR 0001085146-24-005262 filed by Waterfront Wealth Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).