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Disclosery

Waterfront Wealth Inc.: FBND position timeline

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

Waterfront Wealth Inc. held 28,996 FBND 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 28,996 shares
    Change vs previous 13F +2,163 shares

    0.2% of the 13F portfolio, value $1,312,087.

    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 26,833 shares
    Change vs previous 13F +507 shares

    0.22% of the 13F portfolio, value $1,224,137.

    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 26,326 shares
    Change vs previous 13F +908 shares

    0.23% of the 13F portfolio, value $1,216,535.

    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 25,418 shares
    Change vs previous 13F +1,631 shares

    0.24% of the 13F portfolio, value $1,188,443.

    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 23,787 shares
    Change vs previous 13F +46 shares

    0.24% of the 13F portfolio, value $1,088,234.

    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 23,741 shares
    Change vs previous 13F -4,157 shares

    0.26% of the 13F portfolio, value $1,083,799.

    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 27,898 shares
    Change vs previous 13F +242 shares

    0.3% of the 13F portfolio, value $1,251,792.

    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 27,656 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,260,705.

    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).