Waterfront Wealth Inc.

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$410M
Signature - Title
Roger Ratzlaff - Chief Compliance Officer
Location
Overland Park, KS
Summary
This page shows a list of all the recent 13F filings made by Waterfront Wealth Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Waterfront Wealth Inc. reported 255 stock holdings with total value $410M as of Q4 2024. Top holdings included BRKB, AAPL, JEF, DFAC, and CBSH.
Holdings Value