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Disclosery

Waterfront Wealth Inc.: ICE position timeline

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

Waterfront Wealth Inc. held 11,300 ICE 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 11,300 shares
    Change vs previous 13F +2,188 shares

    0.24% of the 13F portfolio, value $1,528,466.

    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 9,112 shares
    Change vs previous 13F +1,002 shares

    0.26% of the 13F portfolio, value $1,433,168.

    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 8,110 shares
    Change vs previous 13F -7 shares

    0.27% of the 13F portfolio, value $1,407,121.

    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 8,117 shares
    Change vs previous 13F -5 shares

    0.26% of the 13F portfolio, value $1,273,671.

    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 8,122 shares
    Change vs previous 13F -326 shares

    0.33% of the 13F portfolio, value $1,490,182.

    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 8,448 shares
    Change vs previous 13F -1,681 shares

    0.36% of the 13F portfolio, value $1,457,316.

    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 10,129 shares
    Change vs previous 13F +264 shares

    0.37% of the 13F portfolio, value $1,509,353.

    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 9,865 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,645,764.

    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).