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Disclosery

Waterfront Wealth Inc.: DFAI position timeline

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

Waterfront Wealth Inc. held 103,763 DFAI 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 103,763 shares
    Change vs previous 13F +804 shares

    0.67% of the 13F portfolio, value $4,314,476.

    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 102,959 shares
    Change vs previous 13F +2,233 shares

    0.74% of the 13F portfolio, value $4,011,300.

    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 100,726 shares
    Change vs previous 13F +386 shares

    0.77% of the 13F portfolio, value $4,052,208.

    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 100,340 shares
    Change vs previous 13F +5,315 shares

    0.75% of the 13F portfolio, value $3,668,914.

    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 95,025 shares
    Change vs previous 13F +9,366 shares

    0.74% of the 13F portfolio, value $3,285,000.

    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 85,659 shares
    Change vs previous 13F -4,507 shares

    0.65% of the 13F portfolio, value $2,675,138.

    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 90,166 shares
    Change vs previous 13F +1,132 shares

    0.64% of the 13F portfolio, value $2,632,833.

    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 89,034 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,719,098.

    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).