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Disclosery

Waterfront Wealth Inc.: IFV position timeline

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

Waterfront Wealth Inc. held 9,807 IFV 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 9,807 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $255,080.

    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 9,807 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $247,823.

    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 9,807 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $259,493.

    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).