Skip to content
Disclosery

Waterfront Wealth Inc.: WMT position timeline

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

Waterfront Wealth Inc. held 17,208 WMT 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 17,208 shares
    Change vs previous 13F +1,108 shares

    0.3% of the 13F portfolio, value $1,960,010.

    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 16,100 shares
    Change vs previous 13F +351 shares

    0.37% of the 13F portfolio, value $2,000,894.

    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 15,749 shares
    Change vs previous 13F +1,675 shares

    0.35% of the 13F portfolio, value $1,855,909.

    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 14,074 shares
    Change vs previous 13F +83 shares

    0.31% of the 13F portfolio, value $1,513,848.

    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 13,991 shares
    Change vs previous 13F -5 shares

    0.31% of the 13F portfolio, value $1,367,995.

    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 13,996 shares
    Change vs previous 13F -97 shares

    0.3% of the 13F portfolio, value $1,228,711.

    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 14,093 shares
    Change vs previous 13F +75 shares

    0.31% of the 13F portfolio, value $1,273,324.

    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 14,018 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,158,165.

    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).