Skip to content
Disclosery

Waterfront Wealth Inc.: TMO position timeline

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

Waterfront Wealth Inc. held 3,772 TMO 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 3,772 shares
    Change vs previous 13F +52 shares

    0.31% of the 13F portfolio, value $1,988,050.

    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 3,720 shares
    Change vs previous 13F +161 shares

    0.34% of the 13F portfolio, value $1,828,508.

    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 3,559 shares
    Change vs previous 13F +11 shares

    0.42% of the 13F portfolio, value $2,235,357.

    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 3,548 shares
    Change vs previous 13F +591 shares

    0.41% of the 13F portfolio, value $1,996,762.

    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 2,957 shares
    Change vs previous 13F +19 shares

    0.27% of the 13F portfolio, value $1,198,756.

    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 2,938 shares
    Change vs previous 13F -9 shares

    0.36% of the 13F portfolio, value $1,461,965.

    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 2,947 shares
    Change vs previous 13F +1,031 shares

    0.37% of the 13F portfolio, value $1,533,135.

    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 1,916 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,057,200.

    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).