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Disclosery

Waterfront Wealth Inc.: SAN position timeline

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

Waterfront Wealth Inc. held 37,670 SAN 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 37,670 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $522,480.

    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 37,666 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $424,871.

    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 37,666 shares
    Change vs previous 13F -43,881 shares

    0.09% of the 13F portfolio, value $477,038.

    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 81,547 shares
    Change vs previous 13F -134,937 shares

    0.16% of the 13F portfolio, value $793,450.

    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 216,484 shares
    Change vs previous 13F -4,347 shares

    0.4% of the 13F portfolio, value $1,796,815.

    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 220,831 shares
    Change vs previous 13F -18,265 shares

    0.36% of the 13F portfolio, value $1,479,570.

    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 239,096 shares
    Change vs previous 13F -3,024 shares

    0.27% of the 13F portfolio, value $1,090,279.

    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 242,120 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,171,860.

    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).