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Disclosery

Waterfront Wealth Inc.: DLS position timeline

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

Waterfront Wealth Inc. held 47,517 DLS 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 47,517 shares
    Change vs previous 13F +465 shares

    0.62% of the 13F portfolio, value $4,032,261.

    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 47,052 shares
    Change vs previous 13F -8,189 shares

    0.7% of the 13F portfolio, value $3,834,715.

    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 55,241 shares
    Change vs previous 13F +739 shares

    0.9% of the 13F portfolio, value $4,729,612.

    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 54,502 shares
    Change vs previous 13F +327 shares

    0.87% of the 13F portfolio, value $4,266,768.

    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 54,175 shares
    Change vs previous 13F +880 shares

    0.91% of the 13F portfolio, value $4,069,097.

    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 53,295 shares
    Change vs previous 13F +3,273 shares

    0.86% of the 13F portfolio, value $3,517,587.

    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 50,022 shares
    Change vs previous 13F +2,770 shares

    0.77% of the 13F portfolio, value $3,148,865.

    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 47,252 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,062,173.

    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).