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Disclosery

Waterfront Wealth Inc.: HSY position timeline

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

Waterfront Wealth Inc. held 5,880 HSY 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 5,880 shares
    Change vs previous 13F +51 shares

    0.16% of the 13F portfolio, value $1,021,121.

    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 5,829 shares
    Change vs previous 13F +277 shares

    0.22% of the 13F portfolio, value $1,211,791.

    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 5,552 shares
    Change vs previous 13F +19 shares

    0.2% of the 13F portfolio, value $1,052,770.

    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 5,533 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $1,020,631.

    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 5,532 shares
    Change vs previous 13F -174 shares

    0.21% of the 13F portfolio, value $918,035.

    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 5,706 shares
    Change vs previous 13F -38 shares

    0.24% of the 13F portfolio, value $975,897.

    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 5,744 shares
    Change vs previous 13F +82 shares

    0.24% of the 13F portfolio, value $972,790.

    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 5,662 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,038,105.

    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).