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Disclosery

Waterfront Wealth Inc.: FTGC position timeline

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

Waterfront Wealth Inc. held 11,504 FTGC 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 11,504 shares
    Change vs previous 13F -18,620 shares

    0.05% of the 13F portfolio, value $322,342.

    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 30,124 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $864,860.

    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 30,124 shares
    Change vs previous 13F -7,630 shares

    0.15% of the 13F portfolio, value $763,192.

    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 37,754 shares
    Change vs previous 13F -1,966 shares

    0.2% of the 13F portfolio, value $988,966.

    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 39,720 shares
    Change vs previous 13F -2,461 shares

    0.22% of the 13F portfolio, value $979,892.

    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 42,181 shares
    Change vs previous 13F -15 shares

    0.26% of the 13F portfolio, value $1,076,459.

    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 42,196 shares
    Change vs previous 13F -2,535 shares

    0.25% of the 13F portfolio, value $1,009,750.

    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 44,731 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,046,492.

    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).