Skip to content
Disclosery

Waterfront Wealth Inc.: MCD position timeline

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

Waterfront Wealth Inc. held 5,851 MCD 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 5,851 shares
    Change vs previous 13F +147 shares

    0.25% of the 13F portfolio, value $1,606,723.

    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 5,704 shares
    Change vs previous 13F +230 shares

    0.33% of the 13F portfolio, value $1,772,789.

    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 5,474 shares
    Change vs previous 13F -13 shares

    0.33% of the 13F portfolio, value $1,714,090.

    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 5,487 shares
    Change vs previous 13F +5 shares

    0.35% of the 13F portfolio, value $1,704,525.

    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 5,482 shares
    Change vs previous 13F -95 shares

    0.36% of the 13F portfolio, value $1,601,717.

    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 5,577 shares
    Change vs previous 13F -22 shares

    0.42% of the 13F portfolio, value $1,742,131.

    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 5,599 shares
    Change vs previous 13F +105 shares

    0.4% of the 13F portfolio, value $1,623,134.

    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 5,494 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,644,918.

    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).