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Disclosery

Waterfront Wealth Inc.: DFAU position timeline

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

Waterfront Wealth Inc. held 120,660 DFAU 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 120,660 shares
    Change vs previous 13F -447 shares

    0.98% of the 13F portfolio, value $6,296,048.

    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 121,107 shares
    Change vs previous 13F +7,059 shares

    1% of the 13F portfolio, value $5,464,353.

    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 114,048 shares
    Change vs previous 13F +343 shares

    1.04% of the 13F portfolio, value $5,452,073.

    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 113,705 shares
    Change vs previous 13F +13,947 shares

    1.07% of the 13F portfolio, value $5,200,856.

    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 99,758 shares
    Change vs previous 13F +2,885 shares

    0.95% of the 13F portfolio, value $4,225,756.

    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 96,873 shares
    Change vs previous 13F +18,285 shares

    0.91% of the 13F portfolio, value $3,723,779.

    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 78,588 shares
    Change vs previous 13F +211 shares

    0.78% of the 13F portfolio, value $3,182,038.

    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 78,377 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,149,972.

    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).