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Waterfront Wealth Inc.ValueConcentrated trader

CIK: 0001775210 | OVERLAND PARK, KS

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR299$627.0M2026-11-03SEC ↗
Q2 2026
13F-HR298$645.5M2026-07-30SEC ↗
Q1 2026
13F-HR283$544.6M2026-04-30SEC ↗
Q4 2025
13F-HR273$526.3M2026-01-27SEC ↗
Q3 2025
13F-HR268$488.3M2025-11-06SEC ↗
Q2 2025
13F-HR262$446.0M2025-08-04SEC ↗
Q1 2025
13F-HR257$410.0M2025-04-25SEC ↗
Q4 2024
13F-HR255$410.4M2025-02-03SEC ↗
Q3 2024
13F-HR253$408.1M2024-10-31SEC ↗
Q2 2024
13F-HR245$368.7M2024-08-01SEC ↗
Q1 2024
13F-HR243$357.4M2024-05-13SEC ↗
Q4 2023
13F-HR248$339.2M2024-01-31SEC ↗
Q3 2023
13F-HR246$305.5M2023-11-09SEC ↗
Q2 2023
13F-HR251$336.6M2023-07-28SEC ↗
Q1 2023
13F-HR246$306.1M2023-04-19SEC ↗
Q4 2022
13F-HR245$291.1M2023-01-31SEC ↗
Q3 2022
13F-HR241$6.5M2022-11-02SEC ↗
Q2 2022
13F-HR235$22.4M2022-07-25SEC ↗
Q1 2022
13F-HR244$11.0M2022-05-13SEC ↗
Q4 2021
13F-HR219$20.3M2022-02-14SEC ↗
Q3 2021
13F-HR179$9.0M2021-11-02SEC ↗
Q2 2021
13F-HR175$9.6M2021-08-04SEC ↗
Q1 2021
13F-HR178$1.6M2021-04-23SEC ↗
Q4 2020
13F-HR141$9.1M2021-02-16SEC ↗