Waterfront Wealth Inc.
CIK
0001775210
City
OVERLAND PARK
State / Country
KS
Holdings in BDJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,379,137 | 778,390 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $8,342,327 | 915,733 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $6,139,940 | 690,657 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $5,542,760 | 644,507 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $5,143,693 | 621,219 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $5,171,523 | 597,864 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $4,522,634 | 553,566 | Shares | Sole | 2024-08-01 |
| 2024-03-31 | $4,437,435 | 537,871 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,891,001 | 245,904 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $1,854,511 | 243,694 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $2,125,232 | 254,824 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $1,979,118 | 230,398 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $2,049,982 | 227,523 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $2,688,619 | 331,519 | Shares | Sole | 2022-11-02 |
| 2022-06-30 | $3,235,188 | 366,386 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $3,647,892 | 368,474 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $3,688,433 | 365,916 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $3,511,134 | 358,279 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $3,280,053 | 323,796 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $3,701,111 | 391,238 | Shares | Sole | 2021-04-23 |