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Disclosery

Waterfront Wealth Inc.: KR position timeline

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

Waterfront Wealth Inc. held 16,166 KR 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 16,166 shares
    Change vs previous 13F +90 shares

    0.15% of the 13F portfolio, value $978,702.

    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 16,076 shares
    Change vs previous 13F +82 shares

    0.21% of the 13F portfolio, value $1,163,284.

    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 15,994 shares
    Change vs previous 13F +82 shares

    0.2% of the 13F portfolio, value $1,033,071.

    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 15,912 shares
    Change vs previous 13F +82 shares

    0.22% of the 13F portfolio, value $1,094,315.

    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 15,830 shares
    Change vs previous 13F +74 shares

    0.25% of the 13F portfolio, value $1,135,505.

    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 15,756 shares
    Change vs previous 13F +79 shares

    0.26% of the 13F portfolio, value $1,066,529.

    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 15,677 shares
    Change vs previous 13F +83 shares

    0.23% of the 13F portfolio, value $958,620.

    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 15,594 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $885,506.

    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).