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Disclosery

Waterfront Wealth Inc.: AVDV position timeline

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

Waterfront Wealth Inc. held 39,610 AVDV 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 39,610 shares
    Change vs previous 13F +1,690 shares

    0.64% of the 13F portfolio, value $4,127,328.

    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 37,920 shares
    Change vs previous 13F -977 shares

    0.7% of the 13F portfolio, value $3,786,718.

    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 38,897 shares
    Change vs previous 13F +1,161 shares

    0.76% of the 13F portfolio, value $4,003,108.

    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 37,736 shares
    Change vs previous 13F -3,060 shares

    0.68% of the 13F portfolio, value $3,342,117.

    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 40,796 shares
    Change vs previous 13F -1,294 shares

    0.73% of the 13F portfolio, value $3,234,307.

    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 42,090 shares
    Change vs previous 13F +1,286 shares

    0.72% of the 13F portfolio, value $2,935,357.

    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 40,804 shares
    Change vs previous 13F +13 shares

    0.65% of the 13F portfolio, value $2,655,492.

    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 40,791 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,739,524.

    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).