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Disclosery

Waterfront Wealth Inc.: F position timeline

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

Waterfront Wealth Inc. held 13,879 F 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 13,879 shares
    Change vs previous 13F -23,856 shares

    0.03% of the 13F portfolio, value $194,307.

    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 37,735 shares
    Change vs previous 13F -224 shares

    0.08% of the 13F portfolio, value $435,461.

    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 37,959 shares
    Change vs previous 13F -275 shares

    0.1% of the 13F portfolio, value $514,350.

    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 38,234 shares
    Change vs previous 13F -68 shares

    0.1% of the 13F portfolio, value $475,246.

    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 38,302 shares
    Change vs previous 13F +478 shares

    0.09% of the 13F portfolio, value $415,577.

    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 37,824 shares
    Change vs previous 13F +24,476 shares

    0.09% of the 13F portfolio, value $379,374.

    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 13,348 shares
    Change vs previous 13F +32 shares

    0.03% of the 13F portfolio, value $132,148.

    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 13,316 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $137,488.

    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).