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Disclosery

Waterfront Wealth Inc.: DB position timeline

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

Waterfront Wealth Inc. held 24,542 DB 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 24,542 shares
    Change vs previous 13F -59 shares

    0.14% of the 13F portfolio, value $877,873.

    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 24,601 shares
    Change vs previous 13F +15,739 shares

    0.13% of the 13F portfolio, value $732,628.

    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 8,862 shares
    Change vs previous 13F -13,764 shares

    0.07% of the 13F portfolio, value $349,974.

    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 22,626 shares
    Change vs previous 13F -29,661 shares

    0.15% of the 13F portfolio, value $750,177.

    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 52,287 shares
    Change vs previous 13F -513 shares

    0.34% of the 13F portfolio, value $1,530,974.

    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 52,800 shares
    Change vs previous 13F -7,261 shares

    0.31% of the 13F portfolio, value $1,258,229.

    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 60,061 shares
    Change vs previous 13F -24 shares

    0.25% of the 13F portfolio, value $1,024,044.

    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 60,085 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,020,848.

    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).