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Disclosery

Waterfront Wealth Inc.: KKR position timeline

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

Waterfront Wealth Inc. held 45,392 KKR 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 45,392 shares
    Change vs previous 13F -54 shares

    0.68% of the 13F portfolio, value $4,400,264.

    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 45,446 shares
    Change vs previous 13F +350 shares

    0.77% of the 13F portfolio, value $4,203,764.

    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 45,096 shares
    Change vs previous 13F -9 shares

    1.04% of the 13F portfolio, value $5,451,150.

    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 45,105 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $5,574,923.

    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 45,105 shares
    Change vs previous 13F +220 shares

    1.35% of the 13F portfolio, value $6,000,259.

    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 44,885 shares
    Change vs previous 13F -710 shares

    1.27% of the 13F portfolio, value $5,189,103.

    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 45,595 shares
    Change vs previous 13F -1,450 shares

    1.64% of the 13F portfolio, value $6,743,890.

    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 47,045 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $6,550,013.

    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).