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Disclosery

Waterfront Wealth Inc.: MSFT position timeline

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

Waterfront Wealth Inc. held 20,059 MSFT 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 20,059 shares
    Change vs previous 13F +3,395 shares

    1.2% of the 13F portfolio, value $7,724,779.

    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 16,664 shares
    Change vs previous 13F +1,428 shares

    1.13% of the 13F portfolio, value $6,168,526.

    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 15,236 shares
    Change vs previous 13F +44 shares

    1.35% of the 13F portfolio, value $7,115,328.

    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 15,192 shares
    Change vs previous 13F +75 shares

    1.62% of the 13F portfolio, value $7,897,471.

    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 15,117 shares
    Change vs previous 13F -43 shares

    1.69% of the 13F portfolio, value $7,519,261.

    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 15,160 shares
    Change vs previous 13F -1,118 shares

    1.39% of the 13F portfolio, value $5,690,847.

    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 16,278 shares
    Change vs previous 13F +560 shares

    1.67% of the 13F portfolio, value $6,861,104.

    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 15,718 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $6,743,418.

    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).