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Disclosery

Waterfront Wealth Inc.: UNP position timeline

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

Waterfront Wealth Inc. held 12,035 UNP 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 12,035 shares
    Change vs previous 13F +361 shares

    0.54% of the 13F portfolio, value $3,453,591.

    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 11,674 shares
    Change vs previous 13F +138 shares

    0.52% of the 13F portfolio, value $2,832,369.

    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 11,536 shares
    Change vs previous 13F +17 shares

    0.5% of the 13F portfolio, value $2,657,743.

    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 11,519 shares
    Change vs previous 13F -131 shares

    0.53% of the 13F portfolio, value $2,605,389.

    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 11,650 shares
    Change vs previous 13F -189 shares

    0.6% of the 13F portfolio, value $2,680,339.

    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 11,839 shares
    Change vs previous 13F -1 shares

    0.68% of the 13F portfolio, value $2,796,868.

    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 11,840 shares
    Change vs previous 13F +156 shares

    0.66% of the 13F portfolio, value $2,700,015.

    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 11,684 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,734,078.

    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).