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Disclosery

Waterfront Wealth Inc.: FNDC position timeline

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

Waterfront Wealth Inc. held 44,459 FNDC 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 44,459 shares
    Change vs previous 13F +2,505 shares

    0.34% of the 13F portfolio, value $2,171,815.

    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 41,954 shares
    Change vs previous 13F +5,630 shares

    0.36% of the 13F portfolio, value $1,944,996.

    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 36,324 shares
    Change vs previous 13F +1,805 shares

    0.33% of the 13F portfolio, value $1,737,578.

    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 34,519 shares
    Change vs previous 13F +2,547 shares

    0.31% of the 13F portfolio, value $1,528,770.

    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 31,972 shares
    Change vs previous 13F -2,884 shares

    0.3% of the 13F portfolio, value $1,344,428.

    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 34,856 shares
    Change vs previous 13F +2,359 shares

    0.31% of the 13F portfolio, value $1,261,793.

    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 32,497 shares
    Change vs previous 13F +182 shares

    0.27% of the 13F portfolio, value $1,109,453.

    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 32,315 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,165,893.

    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).