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Disclosery

Waterfront Wealth Inc.: FRME position timeline

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

Waterfront Wealth Inc. held 28,440 FRME 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 28,440 shares
    Change vs previous 13F +256 shares

    0.19% of the 13F portfolio, value $1,225,749.

    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 28,184 shares
    Change vs previous 13F +275 shares

    0.2% of the 13F portfolio, value $1,091,551.

    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 27,909 shares
    Change vs previous 13F +256 shares

    0.2% of the 13F portfolio, value $1,065,861.

    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 27,653 shares
    Change vs previous 13F +241 shares

    0.21% of the 13F portfolio, value $1,022,067.

    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 27,412 shares
    Change vs previous 13F +272 shares

    0.24% of the 13F portfolio, value $1,049,876.

    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 27,140 shares
    Change vs previous 13F +232 shares

    0.27% of the 13F portfolio, value $1,097,542.

    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 26,908 shares
    Change vs previous 13F +234 shares

    0.26% of the 13F portfolio, value $1,073,354.

    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 26,674 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $986,412.

    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).