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Disclosery

Waterfront Wealth Inc.: GM position timeline

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

Waterfront Wealth Inc. held 20,520 GM 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 20,520 shares
    Change vs previous 13F +2,568 shares

    0.25% of the 13F portfolio, value $1,597,481.

    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 17,952 shares
    Change vs previous 13F -65 shares

    0.25% of the 13F portfolio, value $1,337,394.

    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 18,017 shares
    Change vs previous 13F -4,850 shares

    0.27% of the 13F portfolio, value $1,441,919.

    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 22,867 shares
    Change vs previous 13F +3,659 shares

    0.32% of the 13F portfolio, value $1,545,117.

    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 19,208 shares
    Change vs previous 13F -569 shares

    0.21% of the 13F portfolio, value $945,248.

    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 19,777 shares
    Change vs previous 13F -678 shares

    0.23% of the 13F portfolio, value $930,110.

    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 20,455 shares
    Change vs previous 13F -12,921 shares

    0.27% of the 13F portfolio, value $1,089,614.

    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 33,376 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,723,044.

    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).