Waterfront Wealth Inc.
CIK
0001775210
City
OVERLAND PARK
State / Country
KS
Holdings in BGY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $13,236,914 | 2,251,176 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $11,782,986 | 2,049,215 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $9,624,300 | 1,662,228 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $8,695,881 | 1,550,068 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $7,758,377 | 1,461,088 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $8,285,416 | 1,428,520 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $7,199,684 | 1,290,266 | Shares | Sole | 2024-08-01 |
| 2024-03-31 | $6,937,805 | 1,254,576 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $5,315,501 | 1,008,634 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $4,977,564 | 997,508 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $5,141,681 | 945,162 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $4,759,344 | 881,360 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $4,426,661 | 881,805 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $3,563,551 | 797,215 | Shares | Sole | 2022-11-02 |
| 2022-06-30 | $4,211,402 | 832,293 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $4,799,421 | 834,682 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $4,979,361 | 792,892 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $4,787,055 | 778,383 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $4,505,103 | 687,802 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $3,240,542 | 533,862 | Shares | Sole | 2021-04-23 |