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Disclosery

Waterfront Wealth Inc.: VTI position timeline

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

Waterfront Wealth Inc. held 1,940 VTI 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 1,940 shares
    Change vs previous 13F +657 shares

    0.11% of the 13F portfolio, value $723,198.

    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 1,283 shares
    Change vs previous 13F -25 shares

    0.08% of the 13F portfolio, value $411,688.

    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 1,308 shares
    Change vs previous 13F -8 shares

    0.08% of the 13F portfolio, value $447,274.

    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 1,316 shares
    Change vs previous 13F -19 shares

    0.09% of the 13F portfolio, value $432,492.

    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 1,335 shares
    Change vs previous 13F +230 shares

    0.09% of the 13F portfolio, value $405,877.

    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 1,105 shares
    Change vs previous 13F -128 shares

    0.07% of the 13F portfolio, value $303,816.

    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 1,233 shares
    Change vs previous 13F +16 shares

    0.09% of the 13F portfolio, value $357,422.

    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 1,217 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $349,302.

    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).