Skip to content
Disclosery

Waterfront Wealth Inc.: FLBL position timeline

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

Waterfront Wealth Inc. held 31,398 FLBL 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 31,398 shares
    Change vs previous 13F +2,340 shares

    0.11% of the 13F portfolio, value $717,438.

    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 29,058 shares
    Change vs previous 13F +4,332 shares

    0.12% of the 13F portfolio, value $668,337.

    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 24,726 shares
    Change vs previous 13F +1,153 shares

    0.11% of the 13F portfolio, value $582,423.

    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 23,573 shares
    Change vs previous 13F +2,068 shares

    0.11% of the 13F portfolio, value $559,223.

    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 21,505 shares
    Change vs previous 13F +1,058 shares

    0.12% of the 13F portfolio, value $521,063.

    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 20,447 shares
    Change vs previous 13F +894 shares

    0.12% of the 13F portfolio, value $492,170.

    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 19,553 shares
    Change vs previous 13F +202 shares

    0.12% of the 13F portfolio, value $474,454.

    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 19,351 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $472,035.

    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).