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Disclosery

Waterfront Wealth Inc.: DFAC position timeline

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

Waterfront Wealth Inc. held 258,449 DFAC 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 258,449 shares
    Change vs previous 13F -1,961 shares

    1.79% of the 13F portfolio, value $11,529,410.

    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 260,410 shares
    Change vs previous 13F -36,358 shares

    1.86% of the 13F portfolio, value $10,119,533.

    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 296,768 shares
    Change vs previous 13F +200 shares

    2.3% of the 13F portfolio, value $12,108,134.

    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 296,568 shares
    Change vs previous 13F +4,810 shares

    2.34% of the 13F portfolio, value $11,414,902.

    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 291,758 shares
    Change vs previous 13F +9,990 shares

    2.34% of the 13F portfolio, value $10,456,607.

    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 281,768 shares
    Change vs previous 13F +9,785 shares

    2.27% of the 13F portfolio, value $9,295,526.

    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 271,983 shares
    Change vs previous 13F +599 shares

    2.29% of the 13F portfolio, value $9,407,875.

    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 271,384 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $9,400,742.

    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).