Position in QCRH
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$542,628
+$66,330 QoQ
Shares Held
5,574
0.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#127
of 213 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in QCRH Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Waterfront Wealth Inc. holds $10,456,273 across 4 Banks - Regional names. QCRH ranks #4 (5.2% of the industry book) .
All Filings in QCRH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,628 | 5,574 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $476,298 | 5,574 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $464,314 | 5,574 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $421,617 | 5,574 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $378,474 | 5,574 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $397,537 | 5,574 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $489,807 | 6,074 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $449,658 | 6,074 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $364,440 | 6,074 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $368,934 | 6,074 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $354,660 | 6,074 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $332,556 | 6,854 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $281,219 | 6,854 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $300,959 | 6,854 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $340,232 | 6,854 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $349,142 | 6,854 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $370,047 | 6,854 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||