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Disclosery

Waterfront Wealth Inc.: ODFL position timeline

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

Waterfront Wealth Inc. held 8,848 ODFL 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 8,848 shares
    Change vs previous 13F +78 shares

    0.31% of the 13F portfolio, value $2,014,026.

    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 8,770 shares
    Change vs previous 13F +476 shares

    0.31% of the 13F portfolio, value $1,713,658.

    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 8,294 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,430,134.

    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).