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Disclosery

Waterfront Wealth Inc.: SCHM position timeline

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

Waterfront Wealth Inc. held 106,985 SCHM 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 106,985 shares
    Change vs previous 13F +4,975 shares

    0.59% of the 13F portfolio, value $3,831,122.

    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 102,010 shares
    Change vs previous 13F +10,997 shares

    0.58% of the 13F portfolio, value $3,158,241.

    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 91,013 shares
    Change vs previous 13F +2,899 shares

    0.56% of the 13F portfolio, value $2,923,802.

    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 88,114 shares
    Change vs previous 13F +962 shares

    0.53% of the 13F portfolio, value $2,606,561.

    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 87,152 shares
    Change vs previous 13F +16,847 shares

    0.55% of the 13F portfolio, value $2,444,606.

    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 70,305 shares
    Change vs previous 13F +4,540 shares

    0.45% of the 13F portfolio, value $1,841,987.

    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 65,765 shares
    Change vs previous 13F +461 shares

    0.44% of the 13F portfolio, value $1,822,353.

    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 65,304 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,820,692.

    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).