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Disclosery

Waterfront Wealth Inc.: VUG position timeline

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

Waterfront Wealth Inc. held 13,489 VUG 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 13,489 shares
    Change vs previous 13F +11,274 shares

    0.18% of the 13F portfolio, value $1,178,950.

    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 2,215 shares
    Change vs previous 13F -17 shares

    0.18% of the 13F portfolio, value $967,463.

    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 2,232 shares
    Change vs previous 13F +38 shares

    0.21% of the 13F portfolio, value $1,084,738.

    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 2,194 shares
    Change vs previous 13F -288 shares

    0.22% of the 13F portfolio, value $1,053,837.

    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 2,482 shares
    Change vs previous 13F +71 shares

    0.24% of the 13F portfolio, value $1,088,261.

    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 2,411 shares
    Change vs previous 13F +104 shares

    0.22% of the 13F portfolio, value $894,176.

    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 2,307 shares
    Change vs previous 13F -447 shares

    0.23% of the 13F portfolio, value $946,807.

    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 2,754 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,087,931.

    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).