Skip to content
Disclosery

Waterfront Wealth Inc.: SHW position timeline

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

Waterfront Wealth Inc. held 5,743 SHW 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 5,743 shares
    Change vs previous 13F +62 shares

    0.3% of the 13F portfolio, value $1,918,202.

    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 5,681 shares
    Change vs previous 13F -1,559 shares

    0.33% of the 13F portfolio, value $1,821,138.

    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 7,240 shares
    Change vs previous 13F +57 shares

    0.48% of the 13F portfolio, value $2,512,744.

    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 7,183 shares
    Change vs previous 13F +4,196 shares

    0.49% of the 13F portfolio, value $2,411,072.

    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 2,987 shares
    Change vs previous 13F -101 shares

    0.23% of the 13F portfolio, value $1,025,717.

    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 3,088 shares
    Change vs previous 13F +11 shares

    0.26% of the 13F portfolio, value $1,078,401.

    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 3,077 shares
    Change vs previous 13F +56 shares

    0.25% of the 13F portfolio, value $1,046,064.

    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 3,021 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,096,729.

    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).