Waterfront Wealth Inc.
CIK
0001775210
City
OVERLAND PARK
State / Country
KS
Holdings in ADX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,985,569 | 385,316 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $9,955,232 | 446,423 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $9,567,748 | 440,707 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $7,861,822 | 413,998 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $7,968,496 | 394,480 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $8,221,237 | 381,319 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $8,307,432 | 386,572 | Shares | Sole | 2024-08-01 |
| 2024-03-31 | $7,420,528 | 380,150 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $7,070,115 | 399,216 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $6,609,391 | 397,199 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $6,843,166 | 407,089 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $5,376,925 | 345,783 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $4,898,526 | 336,900 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $4,665,663 | 320,224 | Shares | Sole | 2022-11-02 |
| 2022-06-30 | $4,676,889 | 304,882 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $5,456,396 | 295,900 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $5,328,899 | 274,544 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $5,284,105 | 266,874 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $5,414,271 | 273,863 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $4,030,328 | 220,719 | Shares | Sole | 2021-04-23 |