Waterfront Wealth Inc.

Position in XPER — Xperi Inc.

CIK 1775210 OVERLAND PARK, KS

Position in XPER

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

Position Value

$5,116,006

+$1,660,162 QoQ

Shares Held

621,629

+0.7% QoQ

Ownership

1.27%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#19

of 153 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waterfront Wealth Inc. holds $9,284,764 across 5 Software - Application names. XPER ranks #1 (55.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XPER	Xperi Inc. This page	621,629	$5,116,006
2	NOW	ServiceNow, Inc.	11,810	$1,172,496
3	ADBE	Adobe Inc.	5,519	$1,131,505
4	WDAY	Workday, Inc.	8,224	$1,006,782
5	ADSK	Autodesk, Inc.	4,413	$857,975

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,116,006	621,629	+0.7%	Shares	Sole	2026-07-30
2026-03-31	$3,455,844	617,115	+24.7%	Shares	Sole	2026-04-30
2025-12-31	$2,900,389	494,947	+8.4%	Shares	Sole	2026-01-27
2025-09-30	$2,957,672	456,431	+34.5%	Shares	Sole	2025-11-06
2025-06-30	$2,684,899	339,431	+6.9%	Shares	Sole	2025-08-04
2025-03-31	$2,451,779	317,588	+7.0%	Shares	Sole	2025-04-25
2024-12-31	$3,049,409	296,924	-17.1%	Shares	Sole	2025-02-03
2024-09-30	$3,309,167	358,135	+10.2%	Shares	Sole	2024-10-31
2024-06-30	$2,668,783	325,065	+46.6%	Shares	Sole	2024-08-01
2024-03-31	$2,673,870	221,714	+25.2%	Shares	Sole	2024-05-13
2023-12-31	$1,951,752	177,110	+13.2%	Shares	Sole	2024-01-31
2023-09-30	$1,542,833	156,474	+39.0%	Shares	Sole	2023-11-09
2023-06-30	$1,480,479	112,584	+0.4%	Shares	Sole	2023-07-28
2023-03-31	$1,225,373	112,111	+29.9%	Shares	Sole	2023-04-19
2022-12-31	$743,163	86,314	+393.1%	Shares	Sole	2023-01-31
2022-09-30	$455,078	17,503	—	Shares	Sole	2022-11-02
No filing history on record for this holder in this stock.