Waterfront Wealth Inc.

Position in MSFT — Microsoft Corp

CIK 1775210 OVERLAND PARK, KS

Position in MSFT

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

Position Value

$7,482,408

+$1,313,896 QoQ

Shares Held

20,059

+20.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.90%

of 13F equity value

Holder Rank

#2,772

of 6,194 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waterfront Wealth Inc. holds $15,812,202 across 5 Software - Infrastructure names. MSFT ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	20,059	$7,482,408
2	PAGS	PagSeguro Digital Ltd.	361,497	$3,271,547
3	PATH	UiPath, Inc.	280,772	$3,051,991
4	VRSN	Verisign Inc/Ca	5,839	$1,468,858
5	ORCL	Oracle Corp	3,667	$537,398

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,482,408	20,059	+20.4%	Shares	Sole	2026-07-30
2026-03-31	$6,168,512	16,664	+9.4%	Shares	Sole	2026-04-30
2025-12-31	$7,368,434	15,236	+0.3%	Shares	Sole	2026-01-27
2025-09-30	$7,868,696	15,192	+0.5%	Shares	Sole	2025-11-06
2025-06-30	$7,519,346	15,117	-0.3%	Shares	Sole	2025-08-04
2025-03-31	$5,690,912	15,160	-6.9%	Shares	Sole	2025-04-25
2024-12-31	$6,861,177	16,278	+3.6%	Shares	Sole	2025-02-03
2024-09-30	$6,763,455	15,718	+7.5%	Shares	Sole	2024-10-31
2024-06-30	$6,532,621	14,616	-2.0%	Shares	Sole	2024-08-01
2024-03-31	$6,273,776	14,912	+2.4%	Shares	Sole	2024-05-13
2023-12-31	$5,476,270	14,563	+1.8%	Shares	Sole	2024-01-31
2023-09-30	$4,515,540	14,301	+3.6%	Shares	Sole	2023-11-09
2023-06-30	$4,699,111	13,799	-0.5%	Shares	Sole	2023-07-28
2023-03-31	$3,996,414	13,862	+2.1%	Shares	Sole	2023-04-19
2022-12-31	$3,257,235	13,582	+4.6%	Shares	Sole	2023-01-31
2022-09-30	$3,025,138	12,989	+13.5%	Shares	Sole	2022-11-02
2022-06-30	$2,938,648	11,442	+56.2%	Shares	Sole	2022-07-25
2022-03-31	$2,258,062	7,324	+48.5%	Shares	Sole	2022-05-13
2021-12-31	$1,659,066	4,933	+45.4%	Shares	Sole	2022-02-14
2021-09-30	$956,272	3,392	+0.7%	Shares	Sole	2021-11-02
2021-06-30	$912,662	3,369	+3.9%	Shares	Sole	2021-08-04
2021-03-31	$764,602	3,243	-1.3%	Shares	Sole	2021-04-23
2020-12-31	$731,094	3,287	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.