Waterfront Wealth Inc.

SEC CIK: 0001775210
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

BHF holding history

Brighthouse Financial, Inc. in every 13F filed by Waterfront Wealth Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BHF overview All 13F holders of BHF Full Q2 2026 holdings

Shares (Q2 2026): 37,670
Value: $2.49M
% of portfolio: 0.4%
Quarters held: 4; Since Q3 2025

Holdings of BHF by Waterfront Wealth Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	37,670	$2.49M	0.4%	+278+0.7%	Added	Holders
Q1 2026	37,392	$2.24M	0.4%	+2,337+6.7%	Added	Holders
Q4 2025	35,055	$2.25M	0.4%	+192+0.6%	Added	Holders
Q3 2025	34,863	$1.63M	0.3%	+34,863	New	Holders