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Disclosery

Waterfront Wealth Inc.: NDAQ position timeline

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

Waterfront Wealth Inc. held 19,203 NDAQ 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 19,203 shares
    Change vs previous 13F +168 shares

    0.26% of the 13F portfolio, value $1,691,390.

    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 19,035 shares
    Change vs previous 13F +1,013 shares

    0.3% of the 13F portfolio, value $1,615,872.

    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 18,022 shares
    Change vs previous 13F +27 shares

    0.34% of the 13F portfolio, value $1,774,796.

    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 17,995 shares
    Change vs previous 13F +39 shares

    0.32% of the 13F portfolio, value $1,575,982.

    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 17,956 shares
    Change vs previous 13F -641 shares

    0.36% of the 13F portfolio, value $1,605,616.

    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 18,597 shares
    Change vs previous 13F +29 shares

    0.34% of the 13F portfolio, value $1,410,798.

    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 18,568 shares
    Change vs previous 13F +368 shares

    0.35% of the 13F portfolio, value $1,435,522.

    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 18,200 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,383,048.

    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).