SeaCrest Wealth Management, LLC: CVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SeaCrest Wealth Management, LLC on CVS, newest first. How the timeline and the estimate are built.
SeaCrest Wealth Management, LLC held 5,765 CVS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 5,765 sharesChange vs previous 13F -129 shares
0.07% of the 13F portfolio, value $596,397.
13F-HR 0001951757-26-000948 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,894 sharesChange vs previous 13F -476 shares
0.05% of the 13F portfolio, value $423,272.
13F-HR 0001951757-26-000599 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,370 sharesChange vs previous 13F -127 shares
0.05% of the 13F portfolio, value $508,265.
13F-HR 0001951757-26-000045 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,497 sharesChange vs previous 13F -603 shares
0.05% of the 13F portfolio, value $499,824.
13F-HR 0001951757-25-001427 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,100 sharesChange vs previous 13F -1,036 shares
0.05% of the 13F portfolio, value $489,727.
13F-HR 0001951757-25-000618 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,136 sharesChange vs previous 13F +344 shares
0.06% of the 13F portfolio, value $551,209.
13F-HR 0001951757-25-000325 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,792 sharesChange vs previous 13F -4,813 shares
0.04% of the 13F portfolio, value $349,779.
13F-HR 0001951757-25-000021 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,605 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $792,625.
13F-HR 0001951757-24-001042 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).