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Disclosery

Waterfront Wealth Inc.: AVUV position timeline

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

Waterfront Wealth Inc. held 111,127 AVUV 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 111,127 shares
    Change vs previous 13F +5,718 shares

    2.13% of the 13F portfolio, value $13,763,360.

    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 105,409 shares
    Change vs previous 13F +9,789 shares

    2.14% of the 13F portfolio, value $11,644,482.

    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 95,620 shares
    Change vs previous 13F +4,684 shares

    1.98% of the 13F portfolio, value $10,394,809.

    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 90,936 shares
    Change vs previous 13F +3,580 shares

    1.83% of the 13F portfolio, value $8,914,658.

    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 87,356 shares
    Change vs previous 13F +16,369 shares

    1.78% of the 13F portfolio, value $7,958,135.

    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 70,987 shares
    Change vs previous 13F +19,924 shares

    1.51% of the 13F portfolio, value $6,187,903.

    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 51,063 shares
    Change vs previous 13F +2,301 shares

    1.2% of the 13F portfolio, value $4,929,091.

    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 48,762 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $4,667,933.

    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).