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Disclosery

Waterfront Wealth Inc.: M position timeline

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

Waterfront Wealth Inc. held 198,022 M 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 198,022 shares
    Change vs previous 13F -635 shares

    0.69% of the 13F portfolio, value $4,483,229.

    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 198,657 shares
    Change vs previous 13F +15,770 shares

    0.66% of the 13F portfolio, value $3,593,710.

    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 182,887 shares
    Change vs previous 13F -27,106 shares

    0.71% of the 13F portfolio, value $3,714,441.

    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 209,993 shares
    Change vs previous 13F +11,190 shares

    0.8% of the 13F portfolio, value $3,910,075.

    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 198,803 shares
    Change vs previous 13F +2,576 shares

    0.52% of the 13F portfolio, value $2,318,037.

    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 196,227 shares
    Change vs previous 13F +6,396 shares

    0.6% of the 13F portfolio, value $2,464,607.

    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 189,831 shares
    Change vs previous 13F +10,092 shares

    0.78% of the 13F portfolio, value $3,213,842.

    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 179,739 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,845,271.

    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).