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Disclosery

Waterfront Wealth Inc.: VTRS position timeline

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

Waterfront Wealth Inc. held 191,788 VTRS 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 191,788 shares
    Change vs previous 13F -2,053 shares

    0.48% of the 13F portfolio, value $3,120,388.

    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 193,841 shares
    Change vs previous 13F -69,700 shares

    0.48% of the 13F portfolio, value $2,618,787.

    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 263,541 shares
    Change vs previous 13F +12,393 shares

    0.66% of the 13F portfolio, value $3,477,428.

    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 251,148 shares
    Change vs previous 13F -5,367 shares

    0.53% of the 13F portfolio, value $2,595,611.

    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 256,515 shares
    Change vs previous 13F -4,482 shares

    0.51% of the 13F portfolio, value $2,290,679.

    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 260,997 shares
    Change vs previous 13F +29,441 shares

    0.55% of the 13F portfolio, value $2,273,287.

    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 231,556 shares
    Change vs previous 13F +2,013 shares

    0.7% of the 13F portfolio, value $2,882,874.

    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 229,543 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,691,393.

    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).