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Lionshead Wealth Management, LLC: SEIX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lionshead Wealth Management, LLC on SEIX, newest first. How the timeline and the estimate are built.

Lionshead Wealth Management, LLC held 39,629 SEIX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,629 shares
    Change vs previous 13F -5,526 shares

    0.6% of the 13F portfolio, value $916,636.

    13F-HR 0001172661-26-002858 filed by Lionshead Wealth Management, LLC
    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 45,155 shares
    Change vs previous 13F -2,730 shares

    0.77% of the 13F portfolio, value $1,041,300.

    13F-HR 0001172661-26-001647 filed by Lionshead Wealth Management, LLC
    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 47,885 shares
    Change vs previous 13F +17,854 shares

    0.84% of the 13F portfolio, value $1,117,870.

    13F-HR 0001172661-26-000174 filed by Lionshead Wealth Management, LLC
    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 30,031 shares
    Change vs previous 13F +2,699 shares

    0.56% of the 13F portfolio, value $708,442.

    13F-HR 0001172661-25-004243 filed by Lionshead Wealth Management, LLC
    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 27,332 shares
    Change vs previous 13F -1,979 shares

    0.59% of the 13F portfolio, value $643,950.

    13F-HR 0001172661-25-003032 filed by Lionshead Wealth Management, LLC
    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 29,311 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $692,043.

    13F-HR 0001172661-25-001823 filed by Lionshead Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).