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Disclosery

Waterfront Wealth Inc.: JEF position timeline

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

Waterfront Wealth Inc. held 145,554 JEF 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 145,554 shares
    Change vs previous 13F -1,054 shares

    1.17% of the 13F portfolio, value $7,581,884.

    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 146,608 shares
    Change vs previous 13F +452 shares

    1.11% of the 13F portfolio, value $6,050,505.

    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 146,156 shares
    Change vs previous 13F +21 shares

    1.75% of the 13F portfolio, value $9,229,745.

    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 146,135 shares
    Change vs previous 13F -33 shares

    1.64% of the 13F portfolio, value $8,025,752.

    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 146,168 shares
    Change vs previous 13F -90 shares

    1.79% of the 13F portfolio, value $7,993,901.

    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 146,258 shares
    Change vs previous 13F -397 shares

    1.91% of the 13F portfolio, value $7,835,043.

    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 146,655 shares
    Change vs previous 13F -2,546 shares

    2.8% of the 13F portfolio, value $11,497,767.

    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 149,201 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $9,668,256.

    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).