Waterfront Wealth Inc.
CIK
0001775210
City
OVERLAND PARK
State / Country
KS
Holdings in BTZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,212,006 | 111,912 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $1,213,897 | 109,855 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $1,419,490 | 129,990 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $1,426,939 | 133,110 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $1,471,408 | 140,670 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $1,578,150 | 139,907 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $1,718,237 | 160,433 | Shares | Sole | 2024-08-01 |
| 2024-03-31 | $1,636,243 | 153,063 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,487,813 | 144,168 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $1,494,291 | 154,369 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $1,441,259 | 141,996 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $1,519,524 | 147,670 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $1,505,778 | 149,087 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $1,440,091 | 150,953 | Shares | Sole | 2022-11-02 |
| 2022-06-30 | $1,612,776 | 148,097 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $1,181,431 | 94,063 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $1,199,078 | 79,673 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $951,541 | 62,808 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $1,050,859 | 67,406 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $943,351 | 64,261 | Shares | Sole | 2021-04-23 |