Skip to content
Disclosery

Waterfront Wealth Inc.: SCHD position timeline

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

Waterfront Wealth Inc. held 13,862 SCHD 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 13,862 shares
    Change vs previous 13F +2,054 shares

    0.07% of the 13F portfolio, value $449,141.

    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 11,808 shares
    Change vs previous 13F -471 shares

    0.07% of the 13F portfolio, value $362,271.

    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 12,279 shares
    Change vs previous 13F -466 shares

    0.07% of the 13F portfolio, value $358,659.

    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 12,745 shares
    Change vs previous 13F -985 shares

    0.07% of the 13F portfolio, value $343,996.

    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 13,730 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $363,838.

    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).