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Disclosery

Waterfront Wealth Inc.: XBGYX position timeline

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

Waterfront Wealth Inc. held 1,766,894 XBGYX 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 1,766,894 shares
    Change vs previous 13F +2,863 shares

    1.6% of the 13F portfolio, value $10,300,990.

    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 1,764,031 shares
    Change vs previous 13F -487,145 shares

    1.75% of the 13F portfolio, value $9,543,410.

    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 2,251,176 shares
    Change vs previous 13F +201,961 shares

    2.57% of the 13F portfolio, value $13,516,065.

    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 2,049,215 shares
    Change vs previous 13F +386,987 shares

    2.4% of the 13F portfolio, value $11,736,730.

    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 1,662,228 shares
    Change vs previous 13F +112,160 shares

    2.16% of the 13F portfolio, value $9,624,301.

    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 1,550,068 shares
    Change vs previous 13F +88,980 shares

    2.12% of the 13F portfolio, value $8,695,880.

    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 1,461,088 shares
    Change vs previous 13F +32,568 shares

    1.89% of the 13F portfolio, value $7,758,378.

    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 1,428,520 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $8,085,422.

    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).