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Disclosery

Waterfront Wealth Inc.: DGS position timeline

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

Waterfront Wealth Inc. held 30,203 DGS 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 30,203 shares
    Change vs previous 13F +1,843 shares

    0.3% of the 13F portfolio, value $1,962,334.

    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 28,360 shares
    Change vs previous 13F +4,357 shares

    0.31% of the 13F portfolio, value $1,704,421.

    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 24,003 shares
    Change vs previous 13F +1,299 shares

    0.28% of the 13F portfolio, value $1,480,014.

    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 22,704 shares
    Change vs previous 13F +769 shares

    0.26% of the 13F portfolio, value $1,286,967.

    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 21,935 shares
    Change vs previous 13F +845 shares

    0.27% of the 13F portfolio, value $1,211,676.

    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 21,090 shares
    Change vs previous 13F +665 shares

    0.25% of the 13F portfolio, value $1,018,857.

    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 20,425 shares
    Change vs previous 13F +81 shares

    0.24% of the 13F portfolio, value $999,183.

    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 20,344 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,043,017.

    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).