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Waterfront Wealth Inc.

SEC CIK
0001775210
Latest filing
Jul 30, 2026

TRV holding history

Travelers Companies, 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.

TRV overviewAll 13F holders of TRVFull Q2 2026 holdings

Shares (Q2 2026)
645
Value
$218.6K
% of portfolio
<0.1%
Quarters held
1
Since Q2 2026
Holdings of TRV by Waterfront Wealth Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026645$218.6K<0.1%+645NewHolders