Waterfront Wealth Inc.
CIK
0001775210
City
OVERLAND PARK
State / Country
KS
Holdings in TEI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $102,980 | 15,966 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $108,369 | 17,479 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $1,690,908 | 281,818 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $1,469,907 | 273,217 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $1,463,388 | 285,261 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $2,203,961 | 378,038 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $3,094,688 | 580,617 | Shares | Sole | 2024-08-01 |
| 2024-03-31 | $3,072,446 | 565,828 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $2,587,780 | 507,408 | Shares | Sole | 2024-01-31 |
| 2023-09-30 | $2,310,430 | 501,178 | Shares | Sole | 2023-11-09 |
| 2023-06-30 | $2,342,935 | 454,939 | Shares | Sole | 2023-07-28 |
| 2023-03-31 | $2,207,280 | 435,361 | Shares | Sole | 2023-04-19 |
| 2022-12-31 | $2,414,672 | 439,831 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $2,033,551 | 459,041 | Shares | Sole | 2022-11-02 |
| 2022-06-30 | $2,053,121 | 380,913 | Shares | Sole | 2022-07-25 |
| 2022-03-31 | $1,776,670 | 259,368 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $1,768,437 | 242,584 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $2,123,074 | 274,299 | Shares | Sole | 2021-11-02 |
| 2021-06-30 | $3,089,427 | 387,632 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $3,029,608 | 411,073 | Shares | Sole | 2021-04-23 |