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Disclosery

Waterfront Wealth Inc.: FNDF position timeline

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

Waterfront Wealth Inc. held 123,091 FNDF 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 123,091 shares
    Change vs previous 13F +7,705 shares

    1.01% of the 13F portfolio, value $6,536,124.

    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 115,386 shares
    Change vs previous 13F +21,472 shares

    1.04% of the 13F portfolio, value $5,645,818.

    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 93,914 shares
    Change vs previous 13F +3,990 shares

    0.86% of the 13F portfolio, value $4,537,541.

    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 89,924 shares
    Change vs previous 13F +7,230 shares

    0.8% of the 13F portfolio, value $3,927,497.

    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 82,694 shares
    Change vs previous 13F -4,830 shares

    0.74% of the 13F portfolio, value $3,309,412.

    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 87,524 shares
    Change vs previous 13F +1,402 shares

    0.77% of the 13F portfolio, value $3,163,108.

    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 86,122 shares
    Change vs previous 13F +2,233 shares

    0.7% of the 13F portfolio, value $2,860,128.

    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 83,889 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,007,841.

    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).