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Disclosery

Waterfront Wealth Inc.: JPIE position timeline

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

Waterfront Wealth Inc. held 23,733 JPIE 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 23,733 shares
    Change vs previous 13F +1,903 shares

    0.17% of the 13F portfolio, value $1,088,645.

    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 21,830 shares
    Change vs previous 13F +2,428 shares

    0.18% of the 13F portfolio, value $1,005,699.

    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 19,402 shares
    Change vs previous 13F +803 shares

    0.17% of the 13F portfolio, value $900,156.

    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 18,599 shares
    Change vs previous 13F +2,749 shares

    0.18% of the 13F portfolio, value $862,473.

    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 15,850 shares
    Change vs previous 13F -1,164 shares

    0.16% of the 13F portfolio, value $734,163.

    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 17,014 shares
    Change vs previous 13F +2,867 shares

    0.19% of the 13F portfolio, value $783,845.

    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 14,147 shares
    Change vs previous 13F +126 shares

    0.16% of the 13F portfolio, value $645,375.

    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 14,021 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $642,955.

    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).