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Disclosery

Waterfront Wealth Inc.: DFIC position timeline

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

Waterfront Wealth Inc. held 113,723 DFIC 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 113,723 shares
    Change vs previous 13F +681 shares

    0.66% of the 13F portfolio, value $4,274,844.

    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 113,042 shares
    Change vs previous 13F -15,807 shares

    0.74% of the 13F portfolio, value $4,016,379.

    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 128,849 shares
    Change vs previous 13F +419 shares

    0.89% of the 13F portfolio, value $4,709,439.

    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 128,430 shares
    Change vs previous 13F +13,222 shares

    0.86% of the 13F portfolio, value $4,218,939.

    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 115,208 shares
    Change vs previous 13F -27,033 shares

    0.8% of the 13F portfolio, value $3,581,817.

    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 142,241 shares
    Change vs previous 13F +11,012 shares

    0.96% of the 13F portfolio, value $3,950,033.

    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 131,229 shares
    Change vs previous 13F +1,178 shares

    0.83% of the 13F portfolio, value $3,391,613.

    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 130,051 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $3,506,825.

    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).