Notify me when Waterfront Wealth Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 273 | $526,317,889 | +$34,780,460 | -$27,577,926 | +$7,202,534 | BRKB, BGY, AAPL, DFAC, RVT | 13F-HR | 27 Jan 2026, 14:50 |
| Q3 2025 | 268 | $488,311,024 | +$46,389,490 | -$31,655,509 | +$14,733,981 | BRKB, AAPL, BGY, DFAC, RVT | 13F-HR | 05 Nov 2025, 21:29 |
| Q2 2025 | 262 | $446,048,926 | +$24,219,232 | -$12,341,494 | +$11,877,738 | BRKB, DFAC, AAPL, BGY, ADX | 13F-HR | 04 Aug 2025, 08:50 |
| Q1 2025 | 257 | $409,977,511 | +$21,911,984 | -$12,487,506 | +$9,424,478 | BRKB, AAPL, DFAC, BGY, CBSH | 13F-HR | 25 Apr 2025, 09:38 |
| Q4 2024 | 255 | $410,442,459 | +$21,223,703 | -$18,251,047 | +$2,972,656 | BRKB, AAPL, JEF, DFAC, CBSH | 13F-HR | 03 Feb 2025, 12:17 |
| Q3 2024 | 253 | $403,103,453 | +$27,585,933 | -$15,949,798 | +$11,636,135 | BRKB, AAPL, JEF, DFAC, CBSH | 13F-HR | 31 Oct 2024, 11:53 |
| Q2 2024 | 245 | $368,708,799 | +$20,550,691 | -$17,436,449 | +$3,114,242 | BRKB, AAPL, DFAC, ADX, CBSH | 13F-HR | 01 Aug 2024, 09:54 |
| Q1 2024 | 243 | $350,228,887 | +$28,215,570 | -$23,616,967 | +$4,598,603 | BRKB, DFAC, CBSH, ADX, AAPL | 13F-HR | 13 May 2024, 13:39 |
| Q4 2023 | 248 | $339,208,374 | +$8,764,561 | -$16,579,029 | -$7,814,468 | BRKB, DFAC, AAPL, CBSH, ADX | 13F-HR | 31 Jan 2024, 11:35 |
| Q3 2023 | 246 | $305,070,201 | +$19,073,570 | -$20,645,029 | -$1,571,459 | BRKB, SGOV, DFAC, AAPL, ADX | 13F-HR | 09 Nov 2023, 11:59 |
| Q2 2023 | 251 | $336,226,160 | +$28,332,446 | -$16,831,812 | +$11,500,634 | BRKB, AAPL, DFAC, VGIT, UPS | 13F-HR | 28 Jul 2023, 15:00 |
| Q1 2023 | 246 | $306,062,797 | +$30,668,750 | -$6,947,232 | +$23,721,518 | BRKB, CBSH, UPS, AAPL, DFAC | 13F-HR | 19 Apr 2023, 11:45 |
| Q4 2022 | 245 | $273,604,746 | +$21,979,957 | -$14,173,568 | +$7,806,389 | BRKB, CBSH, UPS, AAPL, JEF | 13F-HR | 30 Jan 2023, 17:34 |
| Q3 2022 | 241 | $246,031,000 | +$24,180,721 | -$13,351,918 | +$10,828,803 | BRKB, CBSH, AAPL, UPS, JEF | 13F-HR | 01 Nov 2022, 17:58 |
| Q2 2022 | 235 | $247,262,000 | +$27,517,830 | -$8,715,319 | +$18,802,511 | BRKB, CBSH, UPS, AAPL, JEF | 13F-HR | 25 Jul 2022, 08:58 |
| Q1 2022 | 244 | $260,808,000 | +$40,817,529 | -$11,095,201 | +$29,722,328 | BRKB, CBSH, UPS, AAPL, JEF | 13F-HR | 13 May 2022, 09:20 |
| Q4 2021 | 219 | $252,577,000 | +$40,841,534 | -$11,133,360 | +$29,708,174 | BRKB, CBSH, UPS, JEF, AAPL | 13F-HR | 14 Feb 2022, 17:13 |
| Q3 2021 | 179 | $206,546,000 | +$12,105,970 | -$12,188,508 | -$82,538 | CBSH, BRKB, JEF, UPS, AAPL | 13F-HR | 02 Nov 2021, 11:58 |
| Q2 2021 | 175 | $211,471,000 | +$11,269,400 | -$11,000,860 | +$268,540 | CBSH, BRKB, UPS, JEF, CSM | 13F-HR | 04 Aug 2021, 16:05 |
| Q1 2021 | 178 | $198,770,000 | +$50,626,430 | -$10,284,822 | +$40,341,608 | CBSH, BRKB, JEF, UPS, CSM | 13F-HR | 22 Apr 2021, 18:12 |
| Q4 2020 | 141 | $141,111,000 | $0 | $0 | $0 | CBSH, BRKB, UPS, JEF, AAPL | 13F-HR | 12 Feb 2021, 17:56 |