Waterfront Wealth Inc.
- SEC CIK
- 0001775210
- Latest filing
- Jul 30, 2026
ASIX holding history
AdvanSix Inc. in every 13F filed by Waterfront Wealth Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ASIX overviewAll 13F holders of ASIXFull Q2 2026 holdings
- Shares (Q2 2026)
- 74,204
- Value
- $1.50M
- % of portfolio
- 0.2%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 74,204 | $1.50M | 0.2% | −17,701−19.3% | Reduced | Holders |
| Q1 2026 | 91,905 | $2.24M | 0.4% | +24,655+36.7% | Added | Holders |
| Q4 2025 | 67,250 | $1.14M | 0.2% | +53,261+380.7% | Added | Holders |
| Q3 2025 | 13,989 | $272.3K | 0.1% | +13,989 | New | Holders |