Waterfront Wealth Inc.

SEC CIK: 0001775210
Latest filing: Jul 30, 2026

SEC filings (opens in a new tab)

CBSH holding history

Commerce Bancshares 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.

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

Shares (Q2 2026): 135,802
Value: $7.93M
% of portfolio: 1.2%
Quarters held: 22; Since Q1 2021

Holdings of CBSH by Waterfront Wealth Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	135,802	$7.93M	1.2%	−2,452−1.8%	Reduced	Holders
Q1 2026	138,254	$6.80M	1.2%	−2,036−1.5%	Reduced	Holders
Q4 2025	140,290	$7.43M	1.4%	+5,196+3.8%	Added	Holders
Q3 2025	135,094	$7.26M	1.5%	−664−0.5%	Reduced	Holders
Q2 2025	135,758	$8.44M	1.9%	−727−0.5%	Reduced	Holders
Q1 2025	136,485	$8.49M	2.1%	−1,339−1.0%	Reduced	Holders
Q4 2024	137,824	$8.59M	2.1%	−1,060−0.8%	Reduced	Holders
Q3 2024	138,884	$8.65M	2.1%	−1,142−0.8%	Reduced	Holders
Q2 2024	140,026	$7.81M	2.1%	−1,726−1.2%	Reduced	Holders
Q1 2024	141,752	$7.86M	2.2%	−1,876−1.3%	Reduced	Holders
Q4 2023	143,628	$7.67M	2.3%	+6,229+4.5%	Added	Holders
Q3 2023	137,399	$6.10M	2.0%	+380.0%	Added	Holders
Q2 2023	137,361	$7.42M	2.2%	−1,556−1.1%	Reduced	Holders
Q1 2023	138,917	$8.11M	2.6%	−267−0.2%	Reduced	Holders
Q4 2022	139,184	$9.11M	3.1%	+5,953+4.5%	Added	Holders
Q3 2022	133,231	$9.19M	3.5%	−99−0.1%	Reduced	Holders
Q2 2022	133,330	$8.75M	3.5%	−139−0.1%	Reduced	Holders
Q1 2022	133,469	$9.30M	3.3%	−834−0.6%	Reduced	Holders
Q4 2021	134,303	$9.23M	3.7%	+6,232+4.9%	Added	Holders
Q3 2021	128,071	$8.92M	4.3%	−150.0%	Reduced	Holders
Q2 2021	128,086	$9.55M	4.5%	−70−0.1%	Reduced	Holders
Q1 2021	128,156	$9.88M	5.0%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.