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Disclosery

Waterfront Wealth Inc.: ET position timeline

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

Waterfront Wealth Inc. held 42,385 ET 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 42,385 shares
    Change vs previous 13F -1,991 shares

    0.13% of the 13F portfolio, value $871,039.

    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 44,376 shares
    Change vs previous 13F +10 shares

    0.16% of the 13F portfolio, value $856,453.

    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 44,366 shares
    Change vs previous 13F +1,231 shares

    0.15% of the 13F portfolio, value $802,583.

    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 43,135 shares
    Change vs previous 13F +10 shares

    0.15% of the 13F portfolio, value $727,479.

    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 43,125 shares
    Change vs previous 13F -288 shares

    0.18% of the 13F portfolio, value $781,860.

    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 43,413 shares
    Change vs previous 13F -59 shares

    0.2% of the 13F portfolio, value $807,043.

    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 43,472 shares
    Change vs previous 13F -150 shares

    0.21% of the 13F portfolio, value $851,607.

    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 43,622 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $718,022.

    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).