Waterfront Wealth Inc.

Position in LOW — Lowes Companies Inc

CIK 1775210 OVERLAND PARK, KS

Position in LOW

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

Position Value

$1,149,414

-$72,389 QoQ

Shares Held

5,213

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,235

of 2,639 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Waterfront Wealth Inc. holds $1,484,107 across 2 Home Improvement Retail names. LOW ranks #1 (77.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	LOW	Lowes Companies Inc This page	5,213	$1,149,414
2	HD	Home Depot, Inc.	949	$334,693

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,149,414	5,213	+0.8%	Shares	Sole	2026-07-30
2026-03-31	$1,221,803	5,171	+4.7%	Shares	Sole	2026-04-30
2025-12-31	$1,191,330	4,940	+0.2%	Shares	Sole	2026-01-27
2025-09-30	$1,238,958	4,930	-2.3%	Shares	Sole	2025-11-06
2025-06-30	$1,119,777	5,047	-2.7%	Shares	Sole	2025-08-04
2025-03-31	$1,209,297	5,185	-0.5%	Shares	Sole	2025-04-25
2024-12-31	$1,285,581	5,209	+1.5%	Shares	Sole	2025-02-03
2024-09-30	$1,389,460	5,130	+3.2%	Shares	Sole	2024-10-31
2024-06-30	$1,095,906	4,971	+37.8%	Shares	Sole	2024-08-01
2024-03-31	$918,811	3,607	+0.1%	Shares	Sole	2024-05-13
2023-12-31	$802,070	3,604	+2.6%	Shares	Sole	2024-01-31
2023-09-30	$729,726	3,511	+1.0%	Shares	Sole	2023-11-09
2023-06-30	$784,758	3,477	+2.5%	Shares	Sole	2023-07-28
2023-03-31	$678,298	3,392	+4.7%	Shares	Sole	2023-04-19
2022-12-31	$645,537	3,240	+5.2%	Shares	Sole	2023-01-31
2022-09-30	$578,454	3,080	-10.8%	Shares	Sole	2022-11-02
2022-06-30	$603,310	3,454	+36.1%	Shares	Sole	2022-07-25
2022-03-31	$513,158	2,538	+92.1%	Shares	Sole	2022-05-13
2021-12-31	$341,452	1,321	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.