Waterfront Wealth Inc.

Position in MS — Morgan Stanley

CIK 1775210 OVERLAND PARK, KS

Position in MS

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

Position Value

$3,238,238

+$708,139 QoQ

Shares Held

15,491

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#896

of 2,723 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. MS ranks #2 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JEF	Jefferies Financial Group Inc.	145,554	$7,274,788
2	MS	Morgan Stanley This page	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	$3,238,238	15,491	+0.8%	Shares	Sole	2026-07-30
2026-03-31	$2,530,099	15,374	+3.6%	Shares	Sole	2026-04-30
2025-12-31	$2,633,835	14,836	-0.3%	Shares	Sole	2026-01-27
2025-09-30	$2,365,642	14,882	+0.7%	Shares	Sole	2025-11-06
2025-06-30	$2,081,065	14,774	-2.4%	Shares	Sole	2025-08-04
2025-03-31	$1,765,450	15,132	-2.3%	Shares	Sole	2025-04-25
2024-12-31	$1,948,031	15,495	+1.4%	Shares	Sole	2025-02-03
2024-09-30	$1,592,891	15,281	+1.3%	Shares	Sole	2024-10-31
2024-06-30	$1,466,597	15,090	+1.2%	Shares	Sole	2024-08-01
2024-03-31	$1,403,360	14,904	+2.0%	Shares	Sole	2024-05-13
2023-12-31	$1,362,662	14,613	+1.0%	Shares	Sole	2024-01-31
2023-09-30	$1,182,091	14,474	+3.1%	Shares	Sole	2023-11-09
2023-06-30	$1,199,357	14,044	+17.0%	Shares	Sole	2023-07-28
2023-03-31	$1,053,863	12,003	+0.6%	Shares	Sole	2023-04-19
2022-12-31	$1,014,713	11,935	-5.1%	Shares	Sole	2023-01-31
2022-09-30	$994,182	12,583	-10.6%	Shares	Sole	2022-11-02
2022-06-30	$1,070,696	14,077	+38.4%	Shares	Sole	2022-07-25
2022-03-31	$888,770	10,169	+48.9%	Shares	Sole	2022-05-13
2021-12-31	$670,432	6,830	+41.0%	Shares	Sole	2022-02-14
2021-09-30	$471,272	4,843	+26.0%	Shares	Sole	2021-11-02
2021-06-30	$352,364	3,843	+1.0%	Shares	Sole	2021-08-04
2021-03-31	$295,418	3,804	0.0%	Shares	Sole	2021-04-23
2020-12-31	$260,688	3,804	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.