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Disclosery

Waterfront Wealth Inc.: AVEM position timeline

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

Waterfront Wealth Inc. held 75,289 AVEM 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 75,289 shares
    Change vs previous 13F +4,205 shares

    1.1% of the 13F portfolio, value $7,087,710.

    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 71,084 shares
    Change vs previous 13F +12,052 shares

    1.05% of the 13F portfolio, value $5,727,919.

    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 59,032 shares
    Change vs previous 13F +2,621 shares

    0.93% of the 13F portfolio, value $4,904,067.

    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 56,411 shares
    Change vs previous 13F +1,555 shares

    0.88% of the 13F portfolio, value $4,293,878.

    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 54,856 shares
    Change vs previous 13F +785 shares

    0.84% of the 13F portfolio, value $3,759,859.

    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 54,071 shares
    Change vs previous 13F +879 shares

    0.79% of the 13F portfolio, value $3,253,437.

    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 53,192 shares
    Change vs previous 13F +1,149 shares

    0.76% of the 13F portfolio, value $3,127,158.

    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 52,043 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $3,298,443.

    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).