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Disclosery

Waterfront Wealth Inc.: QSR position timeline

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

Waterfront Wealth Inc. held 14,371 QSR 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 14,371 shares
    Change vs previous 13F +125 shares

    0.17% of the 13F portfolio, value $1,081,526.

    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 14,246 shares
    Change vs previous 13F +779 shares

    0.19% of the 13F portfolio, value $1,052,745.

    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 13,467 shares
    Change vs previous 13F -3 shares

    0.17% of the 13F portfolio, value $917,004.

    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 13,470 shares
    Change vs previous 13F -41 shares

    0.19% of the 13F portfolio, value $911,787.

    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 13,511 shares
    Change vs previous 13F -538 shares

    0.2% of the 13F portfolio, value $895,646.

    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 14,049 shares
    Change vs previous 13F +15 shares

    0.23% of the 13F portfolio, value $936,194.

    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 14,034 shares
    Change vs previous 13F +180 shares

    0.22% of the 13F portfolio, value $914,706.

    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 13,854 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $987,757.

    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).