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Disclosery

Waterfront Wealth Inc.: XAODX position timeline

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

Waterfront Wealth Inc. held 408,624 XAODX 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 408,624 shares
    Change vs previous 13F +2,589 shares

    0.66% of the 13F portfolio, value $4,261,948.

    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 406,035 shares
    Change vs previous 13F +18,364 shares

    0.69% of the 13F portfolio, value $3,739,587.

    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 387,671 shares
    Change vs previous 13F -229,328 shares

    0.74% of the 13F portfolio, value $3,893,557.

    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 616,999 shares
    Change vs previous 13F -159,634 shares

    1.22% of the 13F portfolio, value $5,944,784.

    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 776,633 shares
    Change vs previous 13F +49,541 shares

    1.54% of the 13F portfolio, value $6,880,971.

    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 727,092 shares
    Change vs previous 13F -34,628 shares

    1.49% of the 13F portfolio, value $6,100,303.

    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 761,720 shares
    Change vs previous 13F -20,887 shares

    1.56% of the 13F portfolio, value $6,406,068.

    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 782,607 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $6,949,553.

    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).