Waterfront Wealth Inc.

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Overland Park, KS
CIK
0001775210
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 246 305,531 13F-HR 11/9/2023 000108514623004228 Waterfront Wealth Inc.
Q2 2023 251 336,582 13F-HR 7/28/2023 000108514623002963 Waterfront Wealth Inc.
Q1 2023 246 306,062 13F-HR 4/19/2023 000108514623001749 Waterfront Wealth Inc.
Q4 2022 245 291,065 13F-HR 1/30/2023 000108514623000458 Waterfront Wealth Inc.
Q3 2022 241 262,822 13F-HR 11/1/2022 000108514622003706 Waterfront Wealth Inc.
Q2 2022 235 247,503 13F-HR 7/25/2022 000108514622002563 Waterfront Wealth Inc.
Q1 2022 244 282,548 13F-HR 5/13/2022 000108514622002055 Waterfront Wealth Inc.
Q4 2021 219 252,577 13F-HR 2/14/2022 000177521022000003 Waterfront Wealth Inc.
Q3 2021 179 206,970 13F-HR 11/2/2021 000177521021000013 Waterfront Wealth Inc.
Q2 2021 175 211,471 13F-HR 8/4/2021 000177521021000009 Waterfront Wealth Inc.
Q1 2021 178 198,770 13F-HR 4/22/2021 000177521021000006 Waterfront Wealth Inc.
Q4 2020 141 141,111 13F-HR 2/16/2021 000177521021000004 Waterfront Wealth Inc.