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Disclosery

Waterfront Wealth Inc.: IVV position timeline

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

Waterfront Wealth Inc. held 2,452 IVV 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 2,452 shares
    Change vs previous 13F -11 shares

    0.29% of the 13F portfolio, value $1,858,886.

    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 2,463 shares
    Change vs previous 13F -42 shares

    0.3% of the 13F portfolio, value $1,608,856.

    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 2,505 shares
    Change vs previous 13F -32 shares

    0.33% of the 13F portfolio, value $1,741,639.

    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 2,537 shares
    Change vs previous 13F +159 shares

    0.35% of the 13F portfolio, value $1,701,135.

    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 2,378 shares
    Change vs previous 13F -20 shares

    0.33% of the 13F portfolio, value $1,476,500.

    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 2,398 shares
    Change vs previous 13F -59 shares

    0.33% of the 13F portfolio, value $1,347,436.

    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 2,457 shares
    Change vs previous 13F -14 shares

    0.35% of the 13F portfolio, value $1,446,387.

    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 2,471 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,443,756.

    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).