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Disclosery

Waterfront Wealth Inc.: DFEM position timeline

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

Waterfront Wealth Inc. held 93,367 DFEM 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 93,367 shares
    Change vs previous 13F -824 shares

    0.58% of the 13F portfolio, value $3,728,144.

    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 94,191 shares
    Change vs previous 13F -6,560 shares

    0.6% of the 13F portfolio, value $3,254,299.

    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 100,751 shares
    Change vs previous 13F -377 shares

    0.68% of the 13F portfolio, value $3,585,728.

    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 101,128 shares
    Change vs previous 13F -8,133 shares

    0.68% of the 13F portfolio, value $3,296,267.

    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 109,261 shares
    Change vs previous 13F -6,049 shares

    0.73% of the 13F portfolio, value $3,242,852.

    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 115,310 shares
    Change vs previous 13F +3,647 shares

    0.74% of the 13F portfolio, value $3,051,089.

    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 111,663 shares
    Change vs previous 13F +1,047 shares

    0.71% of the 13F portfolio, value $2,924,447.

    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 110,616 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,038,511.

    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).