Waterfront Wealth Inc.

Position in JEF — Jefferies Financial Group Inc.

CIK 1775210 OVERLAND PARK, KS

Position in JEF

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

Position Value

$7,274,788

+$1,224,276 QoQ

Shares Held

145,554

-0.7% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

1.84%

of 13F equity value

Holder Rank

#98

of 581 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 $11,368,645 across 3 Capital Markets names. JEF ranks #1 (64.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JEF	Jefferies Financial Group Inc. This page	145,554	$7,274,788
2	MS	Morgan Stanley	15,491	$3,238,238
3	GS	Goldman Sachs Group Inc	846	$855,619

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,274,788	145,554	-0.7%	Shares	Sole	2026-07-30
2026-03-31	$6,050,512	146,608	+0.3%	Shares	Sole	2026-04-30
2025-12-31	$9,057,287	146,156	+0.0%	Shares	Sole	2026-01-27
2025-09-30	$9,560,151	146,135	-0.0%	Shares	Sole	2025-11-06
2025-06-30	$7,993,927	146,168	-0.1%	Shares	Sole	2025-08-04
2025-03-31	$7,835,041	146,258	-0.3%	Shares	Sole	2025-04-25
2024-12-31	$11,497,752	146,655	-1.7%	Shares	Sole	2025-02-03
2024-09-30	$9,183,321	149,201	-0.4%	Shares	Sole	2024-10-31
2024-06-30	$7,452,654	149,772	-0.7%	Shares	Sole	2024-08-01
2024-03-31	$6,650,500	150,805	+0.6%	Shares	Sole	2024-05-13
2023-12-31	$6,055,963	149,863	-9.3%	Shares	Sole	2024-01-31
2023-09-30	$6,053,180	165,252	-8.1%	Shares	Sole	2023-11-09
2023-06-30	$5,963,169	179,776	+2.8%	Shares	Sole	2023-07-28
2023-03-31	$5,549,548	174,844	-3.1%	Shares	Sole	2023-04-19
2022-12-31	$6,188,369	180,524	-7.6%	Shares	Sole	2023-01-31
2022-09-30	$5,761,974	195,321	-3.3%	Shares	Sole	2022-11-02
2022-06-30	$5,577,703	201,944	+0.6%	Shares	Sole	2022-07-25
2022-03-31	$6,594,417	200,743	+1.2%	Shares	Sole	2022-05-13
2021-12-31	$7,693,343	198,282	-9.6%	Shares	Sole	2022-02-14
2021-09-30	$8,144,940	219,363	-7.5%	Shares	Sole	2021-11-02
2021-06-30	$8,107,968	237,075	+1.2%	Shares	Sole	2021-08-04
2021-03-31	$7,050,084	234,222	-2.6%	Shares	Sole	2021-04-23
2020-12-31	$5,916,062	240,490	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.