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Disclosery

Waterfront Wealth Inc.: VOD position timeline

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

Waterfront Wealth Inc. held 20,270 VOD 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 20,270 shares
    Change vs previous 13F -29,479 shares

    0.05% of the 13F portfolio, value $298,380.

    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 49,749 shares
    Change vs previous 13F -120,661 shares

    0.14% of the 13F portfolio, value $747,237.

    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 170,410 shares
    Change vs previous 13F -55,934 shares

    0.46% of the 13F portfolio, value $2,445,503.

    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 226,344 shares
    Change vs previous 13F -144,816 shares

    0.54% of the 13F portfolio, value $2,651,620.

    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 371,160 shares
    Change vs previous 13F -2,521 shares

    0.89% of the 13F portfolio, value $3,956,568.

    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 373,681 shares
    Change vs previous 13F +131,291 shares

    0.85% of the 13F portfolio, value $3,501,393.

    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 242,390 shares
    Change vs previous 13F +33,556 shares

    0.5% of the 13F portfolio, value $2,057,890.

    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 208,834 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,949,465.

    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).