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Disclosery

Waterfront Wealth Inc.: RVT position timeline

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

Waterfront Wealth Inc. held 495,162 RVT 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 495,162 shares
    Change vs previous 13F -69,399 shares

    1.39% of the 13F portfolio, value $8,967,390.

    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 564,561 shares
    Change vs previous 13F -78,095 shares

    1.72% of the 13F portfolio, value $9,371,720.

    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 642,656 shares
    Change vs previous 13F -36,452 shares

    2.15% of the 13F portfolio, value $11,291,404.

    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 679,108 shares
    Change vs previous 13F +197,680 shares

    2.21% of the 13F portfolio, value $10,785,785.

    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 481,428 shares
    Change vs previous 13F +39,954 shares

    1.62% of the 13F portfolio, value $7,245,491.

    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 441,474 shares
    Change vs previous 13F +14,572 shares

    1.53% of the 13F portfolio, value $6,286,592.

    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 426,902 shares
    Change vs previous 13F +23,238 shares

    1.64% of the 13F portfolio, value $6,745,048.

    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 403,664 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $6,208,353.

    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).