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Disclosery

Waterfront Wealth Inc.: CP position timeline

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

Waterfront Wealth Inc. held 23,498 CP 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 23,498 shares
    Change vs previous 13F +153 shares

    0.33% of the 13F portfolio, value $2,117,613.

    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 23,345 shares
    Change vs previous 13F +920 shares

    0.34% of the 13F portfolio, value $1,836,294.

    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 22,425 shares
    Change vs previous 13F +31 shares

    0.31% of the 13F portfolio, value $1,624,558.

    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 22,394 shares
    Change vs previous 13F -30 shares

    0.35% of the 13F portfolio, value $1,722,300.

    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 22,424 shares
    Change vs previous 13F -629 shares

    0.4% of the 13F portfolio, value $1,777,527.

    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 23,053 shares
    Change vs previous 13F -17 shares

    0.39% of the 13F portfolio, value $1,618,530.

    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 23,070 shares
    Change vs previous 13F +355 shares

    0.41% of the 13F portfolio, value $1,669,555.

    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 22,715 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,780,151.

    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).