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Disclosery

Waterfront Wealth Inc.: FV position timeline

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

Waterfront Wealth Inc. held 31,158 FV 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 31,158 shares
    Change vs previous 13F -111 shares

    0.35% of the 13F portfolio, value $2,270,802.

    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 31,269 shares
    Change vs previous 13F -444 shares

    0.35% of the 13F portfolio, value $1,889,797.

    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 31,713 shares
    Change vs previous 13F +51 shares

    0.4% of the 13F portfolio, value $2,116,700.

    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 31,662 shares
    Change vs previous 13F +238 shares

    0.4% of the 13F portfolio, value $1,957,361.

    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 31,424 shares
    Change vs previous 13F +504 shares

    0.42% of the 13F portfolio, value $1,862,158.

    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 30,920 shares
    Change vs previous 13F +109 shares

    0.41% of the 13F portfolio, value $1,696,260.

    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 30,811 shares
    Change vs previous 13F +1,507 shares

    0.44% of the 13F portfolio, value $1,819,675.

    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 29,304 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,727,618.

    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).