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Disclosery

Waterfront Wealth Inc.: IPGP position timeline

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

Waterfront Wealth Inc. held 19,717 IPGP 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 19,717 shares
    Change vs previous 13F +207 shares

    0.33% of the 13F portfolio, value $2,124,112.

    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 19,510 shares
    Change vs previous 13F -6,899 shares

    0.41% of the 13F portfolio, value $2,235,651.

    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 26,409 shares
    Change vs previous 13F +48 shares

    0.43% of the 13F portfolio, value $2,287,944.

    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 26,361 shares
    Change vs previous 13F -69 shares

    0.46% of the 13F portfolio, value $2,238,972.

    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 26,430 shares
    Change vs previous 13F +14,118 shares

    0.41% of the 13F portfolio, value $1,814,420.

    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 12,312 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $777,380.

    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 12,310 shares
    Change vs previous 13F +190 shares

    0.22% of the 13F portfolio, value $895,183.

    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 12,120 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,051,228.

    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).