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Disclosery

Waterfront Wealth Inc.: FTCS position timeline

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

Waterfront Wealth Inc. held 38,957 FTCS 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 38,957 shares
    Change vs previous 13F -233 shares

    0.58% of the 13F portfolio, value $3,763,663.

    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 39,190 shares
    Change vs previous 13F -797 shares

    0.67% of the 13F portfolio, value $3,635,256.

    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 39,987 shares
    Change vs previous 13F +441 shares

    0.73% of the 13F portfolio, value $3,849,393.

    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 39,546 shares
    Change vs previous 13F -1,393 shares

    0.76% of the 13F portfolio, value $3,697,160.

    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 40,939 shares
    Change vs previous 13F -406 shares

    0.83% of the 13F portfolio, value $3,720,915.

    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 41,345 shares
    Change vs previous 13F +300 shares

    0.9% of the 13F portfolio, value $3,706,191.

    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 41,045 shares
    Change vs previous 13F +247 shares

    0.88% of the 13F portfolio, value $3,604,597.

    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 40,798 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,682,045.

    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).