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Disclosery

Waterfront Wealth Inc.: FTRI position timeline

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

Waterfront Wealth Inc. held 20,500 FTRI 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 20,500 shares
    Change vs previous 13F -3,590 shares

    0.05% of the 13F portfolio, value $331,075.

    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 24,090 shares
    Change vs previous 13F +75 shares

    0.08% of the 13F portfolio, value $430,007.

    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 24,015 shares
    Change vs previous 13F +13,165 shares

    0.08% of the 13F portfolio, value $429,869.

    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 10,850 shares
    Change vs previous 13F -1,950 shares

    0.03% of the 13F portfolio, value $163,781.

    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 12,800 shares
    Change vs previous 13F -40 shares

    0.04% of the 13F portfolio, value $182,144.

    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 12,840 shares
    Change vs previous 13F -2,645 shares

    0.04% of the 13F portfolio, value $170,002.

    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 15,485 shares
    Change vs previous 13F -50 shares

    0.05% of the 13F portfolio, value $186,221.

    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 15,535 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $205,373.

    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).