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Disclosery

Waterfront Wealth Inc.: CSM position timeline

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

Waterfront Wealth Inc. held 140,866 CSM 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 140,866 shares
    Change vs previous 13F +6,589 shares

    1.89% of the 13F portfolio, value $12,191,277.

    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 134,277 shares
    Change vs previous 13F +25,172 shares

    1.84% of the 13F portfolio, value $10,046,638.

    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 109,105 shares
    Change vs previous 13F +3,923 shares

    1.66% of the 13F portfolio, value $8,737,142.

    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 105,182 shares
    Change vs previous 13F +3,999 shares

    1.65% of the 13F portfolio, value $8,072,042.

    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 101,183 shares
    Change vs previous 13F +218 shares

    1.6% of the 13F portfolio, value $7,130,230.

    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 100,965 shares
    Change vs previous 13F -2,529 shares

    1.57% of the 13F portfolio, value $6,433,465.

    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 103,494 shares
    Change vs previous 13F -58 shares

    1.67% of the 13F portfolio, value $6,844,748.

    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 103,552 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $6,844,803.

    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).