Waterfront Wealth Inc.
CIK
0001775210
City
OVERLAND PARK
State / Country
KS
Holdings in BLW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $278,853 | 20,295 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $301,308 | 21,522 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $379,825 | 26,786 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $436,742 | 30,887 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $544,654 | 38,546 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $753,046 | 52,006 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $3,717,897 | 266,325 | Shares | Sole | 2024-08-01 |
| 2024-03-31 | $3,748,731 | 267,194 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $4,419,679 | 316,143 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $4,098,531 | 318,209 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $3,829,365 | 297,311 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $3,801,310 | 289,955 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $3,771,243 | 288,542 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $3,204,697 | 264,851 | Shares | Sole | 2022-11-02 |
| 2022-06-30 | $2,723,494 | 215,296 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $2,844,123 | 198,335 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $2,302,384 | 136,640 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $2,483,262 | 145,305 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $3,552,431 | 208,721 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $4,082,946 | 243,758 | Shares | Sole | 2021-04-23 |