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Disclosery

Waterfront Wealth Inc.: AVLC position timeline

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

Waterfront Wealth Inc. held 104,343 AVLC 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 104,343 shares
    Change vs previous 13F +59,798 shares

    1.46% of the 13F portfolio, value $9,411,739.

    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 44,545 shares
    Change vs previous 13F +4,210 shares

    0.63% of the 13F portfolio, value $3,454,465.

    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 40,335 shares
    Change vs previous 13F +343 shares

    0.62% of the 13F portfolio, value $3,264,860.

    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 39,992 shares
    Change vs previous 13F +1,120 shares

    0.62% of the 13F portfolio, value $3,048,067.

    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 38,872 shares
    Change vs previous 13F +12,932 shares

    0.62% of the 13F portfolio, value $2,761,467.

    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 25,940 shares
    Change vs previous 13F +3,496 shares

    0.41% of the 13F portfolio, value $1,665,348.

    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 22,444 shares
    Change vs previous 13F +3,257 shares

    0.37% of the 13F portfolio, value $1,516,092.

    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 19,187 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,284,378.

    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).