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Disclosery

Waterfront Wealth Inc.: VWO position timeline

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

Waterfront Wealth Inc. held 48,036 VWO 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 48,036 shares
    Change vs previous 13F +212 shares

    0.45% of the 13F portfolio, value $2,876,871.

    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 47,824 shares
    Change vs previous 13F -215 shares

    0.47% of the 13F portfolio, value $2,584,898.

    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 48,039 shares
    Change vs previous 13F +5 shares

    0.52% of the 13F portfolio, value $2,732,950.

    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 48,034 shares
    Change vs previous 13F -932 shares

    0.54% of the 13F portfolio, value $2,616,671.

    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 48,966 shares
    Change vs previous 13F -862 shares

    0.54% of the 13F portfolio, value $2,421,858.

    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 49,828 shares
    Change vs previous 13F +836 shares

    0.55% of the 13F portfolio, value $2,255,204.

    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 48,992 shares
    Change vs previous 13F -1,505 shares

    0.53% of the 13F portfolio, value $2,157,589.

    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 50,497 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,381,079.

    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).