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Disclosery

Waterfront Wealth Inc.: IWB position timeline

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

Waterfront Wealth Inc. held 3,047 IWB 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 3,047 shares
    Change vs previous 13F -19 shares

    0.2% of the 13F portfolio, value $1,258,927.

    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 3,066 shares
    Change vs previous 13F -29 shares

    0.2% of the 13F portfolio, value $1,093,338.

    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 3,095 shares
    Change vs previous 13F +29 shares

    0.22% of the 13F portfolio, value $1,175,144.

    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 3,066 shares
    Change vs previous 13F -58 shares

    0.23% of the 13F portfolio, value $1,122,633.

    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 3,124 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,060,824.

    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 3,124 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $958,231.

    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 3,124 shares
    Change vs previous 13F +1,136 shares

    0.25% of the 13F portfolio, value $1,006,366.

    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 1,988 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $633,812.

    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).