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Disclosery

Waterfront Wealth Inc.: CBSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterfront Wealth Inc. on CBSH, newest first. How the timeline and the estimate are built.

Waterfront Wealth Inc. held 135,802 CBSH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,802 shares
    Change vs previous 13F -2,452 shares

    1.23% of the 13F portfolio, value $7,926,782.

    13F-HR 0001775210-26-000008 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 138,254 shares
    Change vs previous 13F -2,036 shares

    1.25% of the 13F portfolio, value $6,802,091.

    13F-HR 0001775210-26-000004 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 140,290 shares
    Change vs previous 13F +5,196 shares

    1.41% of the 13F portfolio, value $7,433,107.

    13F-HR 0001775210-26-000002 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 135,094 shares
    Change vs previous 13F -664 shares

    1.49% of the 13F portfolio, value $7,261,316.

    13F-HR 0001775210-25-000004 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 135,758 shares
    Change vs previous 13F -727 shares

    1.89% of the 13F portfolio, value $8,440,075.

    13F-HR 0001085146-25-004458 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 136,485 shares
    Change vs previous 13F -1,339 shares

    2.07% of the 13F portfolio, value $8,493,459.

    13F-HR 0001085146-25-002350 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 137,824 shares
    Change vs previous 13F -1,060 shares

    2.09% of the 13F portfolio, value $8,587,829.

    13F-HR 0001085146-25-000704 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 138,884 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $8,647,217.

    13F-HR 0001085146-24-005262 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).