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Disclosery

Waterfront Wealth Inc.: VOO position timeline

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

Waterfront Wealth Inc. held 15,709 VOO 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 15,709 shares
    Change vs previous 13F +841 shares

    1.69% of the 13F portfolio, value $10,899,718.

    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 14,868 shares
    Change vs previous 13F +1,982 shares

    1.63% of the 13F portfolio, value $8,884,515.

    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 12,886 shares
    Change vs previous 13F +484 shares

    1.56% of the 13F portfolio, value $8,203,608.

    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 12,402 shares
    Change vs previous 13F +327 shares

    1.56% of the 13F portfolio, value $7,603,690.

    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 12,075 shares
    Change vs previous 13F +683 shares

    1.54% of the 13F portfolio, value $6,858,926.

    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 11,392 shares
    Change vs previous 13F +604 shares

    1.43% of the 13F portfolio, value $5,854,430.

    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 10,788 shares
    Change vs previous 13F +9 shares

    1.42% of the 13F portfolio, value $5,812,660.

    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 10,779 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $5,761,250.

    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).