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Disclosery

Waterfront Wealth Inc.: DFAS position timeline

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

Waterfront Wealth Inc. held 129,369 DFAS 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 129,369 shares
    Change vs previous 13F -559 shares

    1.63% of the 13F portfolio, value $10,494,385.

    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 129,928 shares
    Change vs previous 13F +5,680 shares

    1.7% of the 13F portfolio, value $9,241,746.

    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 124,248 shares
    Change vs previous 13F +1,122 shares

    1.76% of the 13F portfolio, value $9,267,868.

    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 123,126 shares
    Change vs previous 13F +33,836 shares

    1.72% of the 13F portfolio, value $8,405,832.

    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 89,290 shares
    Change vs previous 13F +23,456 shares

    1.28% of the 13F portfolio, value $5,688,643.

    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 65,834 shares
    Change vs previous 13F -6,912 shares

    0.96% of the 13F portfolio, value $3,933,597.

    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 72,746 shares
    Change vs previous 13F +95 shares

    1.15% of the 13F portfolio, value $4,734,291.

    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 72,651 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $4,704,785.

    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).