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Disclosery

Waterfront Wealth Inc.: JSI position timeline

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

Waterfront Wealth Inc. held 126,246 JSI 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 126,246 shares
    Change vs previous 13F +10,168 shares

    1% of the 13F portfolio, value $6,467,587.

    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 116,078 shares
    Change vs previous 13F +20,835 shares

    1.1% of the 13F portfolio, value $5,983,821.

    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 95,243 shares
    Change vs previous 13F -21,523 shares

    0.95% of the 13F portfolio, value $4,979,018.

    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 116,766 shares
    Change vs previous 13F +7,892 shares

    1.25% of the 13F portfolio, value $6,120,065.

    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 108,874 shares
    Change vs previous 13F +6,378 shares

    1.28% of the 13F portfolio, value $5,728,950.

    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 102,496 shares
    Change vs previous 13F +57,972 shares

    1.31% of the 13F portfolio, value $5,365,666.

    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 44,524 shares
    Change vs previous 13F +19,989 shares

    0.56% of the 13F portfolio, value $2,306,788.

    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 24,535 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,279,010.

    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).