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Disclosery

Waterfront Wealth Inc.: RTX position timeline

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

Waterfront Wealth Inc. held 10,298 RTX 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 10,298 shares
    Change vs previous 13F +79 shares

    0.31% of the 13F portfolio, value $2,017,680.

    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 10,219 shares
    Change vs previous 13F -3,281 shares

    0.36% of the 13F portfolio, value $1,971,200.

    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 13,500 shares
    Change vs previous 13F +27 shares

    0.5% of the 13F portfolio, value $2,633,808.

    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 13,473 shares
    Change vs previous 13F +1,062 shares

    0.49% of the 13F portfolio, value $2,386,276.

    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 12,411 shares
    Change vs previous 13F -389 shares

    0.41% of the 13F portfolio, value $1,812,313.

    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 12,800 shares
    Change vs previous 13F +2,548 shares

    0.41% of the 13F portfolio, value $1,695,488.

    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 10,252 shares
    Change vs previous 13F +240 shares

    0.29% of the 13F portfolio, value $1,186,321.

    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 10,012 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,241,502.

    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).