Skip to main content
Livermore
Livermore
ZHEN

Waterfront Wealth Inc.

SEC CIK
0001775210
Latest filing
Jul 30, 2026

CFB holding history

Crossfirst Bankshares, 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.

CFB overviewAll 13F holders of CFBFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2021
Holdings of CFB by Waterfront Wealth Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−14,400−100.0%Sold outHolders
Q4 202414,400$218.2K0.1%−750−5.0%ReducedHolders
Q3 202415,150$245.6K0.1%00.0%UnchangedHolders
Q2 202415,150$212.4K0.1%00.0%UnchangedHolders
Q1 202415,150$189.8K0.1%00.0%UnchangedHolders
Q4 202315,150$205.7K0.1%00.0%UnchangedHolders
Q3 202315,150$156.8K0.1%00.0%UnchangedHolders
Q2 202315,150$172.9K0.1%00.0%UnchangedHolders
Q1 202315,150$158.8K0.1%00.0%UnchangedHolders
Q4 202215,150$195.9K0.1%00.0%UnchangedHolders
Q3 202215,150$208.0K0.1%00.0%UnchangedHolders
Q2 202215,150$200.0K0.1%00.0%UnchangedHolders
Q1 202215,150$222.0K0.1%−300−1.9%ReducedHolders
Q4 202115,450$241.0K0.1%+15,450NewHolders