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Disclosery

Waterfront Wealth Inc.: DFIS position timeline

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

Waterfront Wealth Inc. held 91,688 DFIS 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 91,688 shares
    Change vs previous 13F -27 shares

    0.5% of the 13F portfolio, value $3,245,761.

    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 91,715 shares
    Change vs previous 13F +7,764 shares

    0.57% of the 13F portfolio, value $3,088,055.

    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 83,951 shares
    Change vs previous 13F +1,407 shares

    0.57% of the 13F portfolio, value $2,979,433.

    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 82,544 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,610,772.

    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).