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Disclosery

Waterfront Wealth Inc.: AVDE position timeline

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

Waterfront Wealth Inc. held 76,945 AVDE 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 76,945 shares
    Change vs previous 13F +6,309 shares

    1.07% of the 13F portfolio, value $6,928,136.

    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 70,636 shares
    Change vs previous 13F +9,864 shares

    1.1% of the 13F portfolio, value $5,992,718.

    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 60,772 shares
    Change vs previous 13F +3,335 shares

    1.01% of the 13F portfolio, value $5,312,107.

    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 57,437 shares
    Change vs previous 13F +5,590 shares

    0.93% of the 13F portfolio, value $4,535,959.

    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 51,847 shares
    Change vs previous 13F +1,009 shares

    0.86% of the 13F portfolio, value $3,837,188.

    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 50,838 shares
    Change vs previous 13F +871 shares

    0.82% of the 13F portfolio, value $3,369,027.

    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 49,967 shares
    Change vs previous 13F -450 shares

    0.75% of the 13F portfolio, value $3,066,483.

    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 50,417 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,247,367.

    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).