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Disclosery

Waterfront Wealth Inc.: ASIX position timeline

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

Waterfront Wealth Inc. held 74,204 ASIX 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 74,204 shares
    Change vs previous 13F -17,701 shares

    0.23% of the 13F portfolio, value $1,504,851.

    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 91,905 shares
    Change vs previous 13F +24,655 shares

    0.41% of the 13F portfolio, value $2,242,478.

    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 67,250 shares
    Change vs previous 13F +53,261 shares

    0.22% of the 13F portfolio, value $1,141,224.

    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 13,989 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $272,342.

    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).