Waterfront Wealth Inc.

Position in FRME — First Merchants Corp

CIK 1775210 OVERLAND PARK, KS

Position in FRME

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,242,543

+$150,977 QoQ

Shares Held

28,440

+0.9% QoQ

Ownership

0.045%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#117

of 306 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterfront Wealth Inc. holds $10,456,273 across 4 Banks - Regional names. FRME ranks #2 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBSH	Commerce Bancshares Inc /Mo/	135,802	$7,842,565
2	FRME	First Merchants Corp This page	28,440	$1,242,543
3	DB	Deutsche Bank Aktiengesellschaft	24,542	$828,537
4	QCRH	Qcr Holdings Inc	5,574	$542,628

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,242,543	28,440	+0.9%	Shares	Sole	2026-07-30
2026-03-31	$1,091,566	28,184	+1.0%	Shares	Sole	2026-04-30
2025-12-31	$1,046,029	27,909	+0.9%	Shares	Sole	2026-01-27
2025-09-30	$1,042,518	27,653	+0.9%	Shares	Sole	2025-11-06
2025-06-30	$1,049,879	27,412	+1.0%	Shares	Sole	2025-08-04
2025-03-31	$1,097,541	27,140	+0.9%	Shares	Sole	2025-04-25
2024-12-31	$1,073,360	26,908	+0.9%	Shares	Sole	2025-02-03
2024-09-30	$992,272	26,674	+0.9%	Shares	Sole	2024-10-31
2024-06-30	$879,954	26,433	+1.1%	Shares	Sole	2024-08-01
2024-03-31	$912,460	26,145	+1.0%	Shares	Sole	2024-05-13
2023-12-31	$959,407	25,874	+0.9%	Shares	Sole	2024-01-31
2023-09-30	$713,360	25,642	+1.2%	Shares	Sole	2023-11-09
2023-06-30	$715,517	25,346	+1.2%	Shares	Sole	2023-07-28
2023-03-31	$825,496	25,053	+0.9%	Shares	Sole	2023-04-19
2022-12-31	$1,020,925	24,834	+0.8%	Shares	Sole	2023-01-31
2022-09-30	$952,727	24,631	+0.8%	Shares	Sole	2022-11-02
2022-06-30	$870,517	24,439	+0.9%	Shares	Sole	2022-07-25
2022-03-31	$1,007,843	24,227	+0.7%	Shares	Sole	2022-05-13
2021-12-31	$1,008,166	24,067	-0.7%	Shares	Sole	2022-02-14
2021-09-30	$1,014,201	24,240	+0.7%	Shares	Sole	2021-11-02
2021-06-30	$1,002,705	24,063	+0.7%	Shares	Sole	2021-08-04
2021-03-31	$1,111,303	23,899	+0.5%	Shares	Sole	2021-04-23
2020-12-31	$889,273	23,771	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.