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Disclosery

Waterfront Wealth Inc.: SGOV position timeline

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

Waterfront Wealth Inc. held 149,801 SGOV 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 149,801 shares
    Change vs previous 13F +43,680 shares

    2.34% of the 13F portfolio, value $15,075,465.

    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 106,121 shares
    Change vs previous 13F +67,393 shares

    1.96% of the 13F portfolio, value $10,682,173.

    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 38,728 shares
    Change vs previous 13F +6,396 shares

    0.74% of the 13F portfolio, value $3,896,785.

    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 32,332 shares
    Change vs previous 13F +5,552 shares

    0.61% of the 13F portfolio, value $3,002,912.

    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 26,780 shares
    Change vs previous 13F +7,001 shares

    0.6% of the 13F portfolio, value $2,696,464.

    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 19,779 shares
    Change vs previous 13F -311 shares

    0.49% of the 13F portfolio, value $1,991,139.

    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 20,090 shares
    Change vs previous 13F -1,152 shares

    0.49% of the 13F portfolio, value $2,015,395.

    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 21,242 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,138,506.

    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).