Waterfront Wealth Inc.
Position in PSBD — Palmer Square Capital BDC Inc.
CIK 1775210
OVERLAND PARK, KS
Position in PSBD
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$413,398
New position
Shares Held
42,313
first reported quarter
Ownership
0.136%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Mar 31, 2026Waterfront Wealth Inc. holds $63,543,813 across 24 Asset Management names. PSBD ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGY |
BlackRock Enhanced International Dividend Trust
|
1,764,031 | $9,543,407 | |
| 2 | RVT |
Royce Small-Cap Trust, Inc.
|
564,561 | $9,371,712 | |
| 3 | ADX |
Adams Diversified Equity Fund, Inc.
|
379,693 | $8,311,479 | |
| 4 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
837,658 | $7,220,611 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
110,789 | $4,483,630 | |
| 6 | KKR |
KKR & Co. Inc.
|
45,446 | $4,203,755 | |
| 7 | AOD |
abrdn Total Dynamic Dividend Fund
|
406,035 | $3,739,582 | |
| 8 | IHD |
Voya Emerging Markets High Dividend Equity Fund
|
485,865 | $3,235,860 |
All Filings in PSBD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $413,398 | 42,313 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||