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Disclosery

Waterfront Wealth Inc.: FNDA position timeline

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

Waterfront Wealth Inc. held 120,560 FNDA 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 120,560 shares
    Change vs previous 13F +7,489 shares

    0.7% of the 13F portfolio, value $4,512,182.

    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 113,071 shares
    Change vs previous 13F +23,428 shares

    0.67% of the 13F portfolio, value $3,666,878.

    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 89,643 shares
    Change vs previous 13F +4,708 shares

    0.58% of the 13F portfolio, value $3,028,157.

    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 84,935 shares
    Change vs previous 13F +6,591 shares

    0.54% of the 13F portfolio, value $2,625,422.

    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 78,344 shares
    Change vs previous 13F +16,835 shares

    0.5% of the 13F portfolio, value $2,244,552.

    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 61,509 shares
    Change vs previous 13F +2,362 shares

    0.41% of the 13F portfolio, value $1,684,736.

    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 59,147 shares
    Change vs previous 13F +289 shares

    0.43% of the 13F portfolio, value $1,756,662.

    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 58,858 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,748,084.

    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).