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Disclosery

Waterfront Wealth Inc.: SPYM position timeline

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

Waterfront Wealth Inc. held 37,202 SPYM 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 37,202 shares
    Change vs previous 13F +1,799 shares

    0.51% of the 13F portfolio, value $3,305,398.

    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 35,403 shares
    Change vs previous 13F +29,381 shares

    0.5% of the 13F portfolio, value $2,709,746.

    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 6,022 shares
    Change vs previous 13F +2,387 shares

    0.09% of the 13F portfolio, value $482,347.

    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 3,635 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $285,293.

    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 3,635 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $264,228.

    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).