Skip to content
Disclosery

Waterfront Wealth Inc.: IWF position timeline

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

Waterfront Wealth Inc. held 10,792 IWF 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 10,792 shares
    Change vs previous 13F +8,094 shares

    0.21% of the 13F portfolio, value $1,337,668.

    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 2,698 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,150,427.

    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 2,698 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $1,270,084.

    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 2,698 shares
    Change vs previous 13F -180 shares

    0.26% of the 13F portfolio, value $1,263,635.

    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 2,878 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,221,941.

    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 2,878 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,039,217.

    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 2,878 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,155,747.

    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 2,878 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,108,893.

    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).