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Disclosery

Waterfront Wealth Inc.: XPER position timeline

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

Waterfront Wealth Inc. held 621,629 XPER 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 621,629 shares
    Change vs previous 13F +4,514 shares

    0.75% of the 13F portfolio, value $4,842,490.

    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 617,115 shares
    Change vs previous 13F +122,168 shares

    0.63% of the 13F portfolio, value $3,455,844.

    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 494,947 shares
    Change vs previous 13F +38,516 shares

    0.56% of the 13F portfolio, value $2,941,421.

    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 456,431 shares
    Change vs previous 13F +117,000 shares

    0.61% of the 13F portfolio, value $2,962,237.

    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 339,431 shares
    Change vs previous 13F +21,843 shares

    0.6% of the 13F portfolio, value $2,684,899.

    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 317,588 shares
    Change vs previous 13F +20,664 shares

    0.6% of the 13F portfolio, value $2,451,779.

    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 296,924 shares
    Change vs previous 13F -61,211 shares

    0.74% of the 13F portfolio, value $3,049,409.

    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 358,135 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $3,438,096.

    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).