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Livermore
Livermore
ZHEN

Waterfront Wealth Inc.

SEC CIK
0001775210
Latest filing
Jul 30, 2026

BX holding history

Blackstone 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.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2026)
14,100
Value
$1.74M
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of BX by Waterfront Wealth Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,100$1.74M0.3%00.0%UnchangedHolders
Q1 202614,100$1.62M0.3%+2,350+20.0%AddedHolders
Q4 202511,750$1.77M0.3%+750+6.8%AddedHolders
Q3 202511,000$1.78M0.4%00.0%UnchangedHolders
Q2 202511,000$1.65M0.4%+200+1.9%AddedHolders
Q1 202510,800$1.51M0.4%00.0%UnchangedHolders
Q4 202410,800$1.86M0.5%−300−2.7%ReducedHolders
Q3 202411,100$1.87M0.5%00.0%UnchangedHolders
Q2 202411,100$1.37M0.4%00.0%UnchangedHolders
Q1 202411,100$1.36M0.4%00.0%UnchangedHolders
Q4 202311,100$1.45M0.4%00.0%UnchangedHolders
Q3 202311,100$1.03M0.3%00.0%UnchangedHolders
Q2 202311,100$1.17M0.3%00.0%UnchangedHolders
Q1 202311,100$975.0K0.3%00.0%UnchangedHolders
Q4 202211,100$1.06M0.4%00.0%UnchangedHolders
Q3 202211,100$1.05M0.4%00.0%UnchangedHolders
Q2 202211,100$1.01M0.4%00.0%UnchangedHolders
Q1 202211,100$1.30M0.5%00.0%UnchangedHolders
Q4 202111,100$1.44M0.6%+11,100NewHolders