Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2012 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 5.2% |
COMMERCE BANCSHARES INC | 15 | Q2 2024 | 6.0% |
UNITED PARCEL SERVICE INC | 15 | Q2 2024 | 5.0% |
APPLE INC | 15 | Q2 2024 | 4.0% |
JEFFERIES FINL GROUP INC | 15 | Q2 2024 | 4.2% |
PROSHARES TR | 15 | Q2 2024 | 3.5% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 3.5% |
ISHARES TR | 15 | Q2 2024 | 2.0% |
SCHWAB STRATEGIC TR | 15 | Q2 2024 | 3.2% |
KKR & CO INC | 15 | Q2 2024 | 1.6% |
View Waterfront Wealth Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-14 |
13F-HR | 2024-08-01 |
13F-HR | 2024-05-13 |
13F-HR | 2024-01-31 |
13F-HR | 2023-11-09 |
13F-HR | 2023-07-28 |
13F-HR | 2023-04-19 |
13F-HR | 2023-01-31 |
13F-HR | 2022-11-02 |
13F-HR | 2022-07-25 |
View Waterfront Wealth Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.