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Disclosery

Waterfront Wealth Inc.: TEI position timeline

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

Waterfront Wealth Inc. held 13,838 TEI 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 13,838 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $93,822.

    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 13,838 shares
    Change vs previous 13F -2,128 shares

    0.02% of the 13F portfolio, value $83,166.

    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 15,966 shares
    Change vs previous 13F -1,513 shares

    0.02% of the 13F portfolio, value $105,695.

    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 17,479 shares
    Change vs previous 13F -264,339 shares

    0.02% of the 13F portfolio, value $108,807.

    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 281,818 shares
    Change vs previous 13F +8,601 shares

    0.38% of the 13F portfolio, value $1,690,907.

    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 273,217 shares
    Change vs previous 13F -12,044 shares

    0.36% of the 13F portfolio, value $1,469,908.

    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 285,261 shares
    Change vs previous 13F -92,777 shares

    0.36% of the 13F portfolio, value $1,463,387.

    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 378,038 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,078,716.

    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).