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Disclosery

Waterfront Wealth Inc.: DOLE position timeline

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

Waterfront Wealth Inc. held 172,977 DOLE 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 172,977 shares
    Change vs previous 13F -598 shares

    0.38% of the 13F portfolio, value $2,471,844.

    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 173,575 shares
    Change vs previous 13F +3,416 shares

    0.46% of the 13F portfolio, value $2,480,384.

    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 170,159 shares
    Change vs previous 13F +2,779 shares

    0.5% of the 13F portfolio, value $2,625,550.

    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 167,380 shares
    Change vs previous 13F +72,346 shares

    0.45% of the 13F portfolio, value $2,187,655.

    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 95,034 shares
    Change vs previous 13F +1,241 shares

    0.3% of the 13F portfolio, value $1,329,527.

    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 93,793 shares
    Change vs previous 13F +65,262 shares

    0.33% of the 13F portfolio, value $1,355,309.

    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 28,531 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $386,310.

    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).