Waterfront Wealth Inc.
Position in PAA — Plains All American Pipeline LP
CIK 1775210
OVERLAND PARK, KS
Position in PAA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$200,117
-$22,959 QoQ
Shares Held
8,990
-10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#318
of 419 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Waterfront Wealth Inc. holds $1,682,190 across 5 Oil & Gas Midstream names. PAA ranks #4 (11.9% of the industry book) .
All Filings in PAA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,117 | 8,990 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $223,076 | 9,990 | Shares | Sole | 2026-04-30 | |
| 2025-03-31 | $210,800 | 10,540 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $180,023 | 10,540 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $183,079 | 10,540 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $188,244 | 10,540 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $185,082 | 10,540 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $159,681 | 10,540 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $161,472 | 10,540 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $148,614 | 10,540 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $131,433 | 10,540 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $123,950 | 10,540 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $110,880 | 10,540 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $103,502 | 10,540 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $113,410 | 10,540 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $98,443 | 10,540 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||