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Waterfront Wealth Inc.: LEA position timeline

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

Waterfront Wealth Inc. held 18,075 LEA 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 18,075 shares
    Change vs previous 13F +671 shares

    0.38% of the 13F portfolio, value $2,470,667.

    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 17,404 shares
    Change vs previous 13F +89 shares

    0.39% of the 13F portfolio, value $2,107,294.

    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 17,315 shares
    Change vs previous 13F +481 shares

    0.39% of the 13F portfolio, value $2,065,358.

    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 16,834 shares
    Change vs previous 13F +186 shares

    0.35% of the 13F portfolio, value $1,685,450.

    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 16,648 shares
    Change vs previous 13F +1,650 shares

    0.35% of the 13F portfolio, value $1,581,254.

    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 14,998 shares
    Change vs previous 13F -61 shares

    0.32% of the 13F portfolio, value $1,323,138.

    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 15,059 shares
    Change vs previous 13F +2,530 shares

    0.35% of the 13F portfolio, value $1,426,099.

    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 12,529 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,245,578.

    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).