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Disclosery

Waterfront Wealth Inc.: HPE position timeline

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

Waterfront Wealth Inc. held 106,462 HPE 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 106,462 shares
    Change vs previous 13F -64,543 shares

    0.8% of the 13F portfolio, value $5,167,677.

    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 171,005 shares
    Change vs previous 13F +10,830 shares

    0.75% of the 13F portfolio, value $4,071,635.

    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 160,175 shares
    Change vs previous 13F -96 shares

    0.65% of the 13F portfolio, value $3,414,937.

    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 160,271 shares
    Change vs previous 13F +1,283 shares

    0.75% of the 13F portfolio, value $3,677,423.

    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 158,988 shares
    Change vs previous 13F -818 shares

    0.73% of the 13F portfolio, value $3,251,311.

    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 159,806 shares
    Change vs previous 13F +30,108 shares

    0.6% of the 13F portfolio, value $2,465,803.

    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 129,698 shares
    Change vs previous 13F +524 shares

    0.67% of the 13F portfolio, value $2,769,043.

    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 129,174 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,569,908.

    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).