SeaCrest Wealth Management, LLC: IDA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SeaCrest Wealth Management, LLC on IDA, newest first. How the timeline and the estimate are built.
SeaCrest Wealth Management, LLC held 9,598 IDA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 9,598 sharesChange vs previous 13F -950 shares
0.16% of the 13F portfolio, value $1,452,177.
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 10,548 sharesChange vs previous 13F -325 shares
0.16% of the 13F portfolio, value $1,508,048.
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 10,873 sharesChange vs previous 13F +246 shares
0.14% of the 13F portfolio, value $1,374,673.
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 10,627 sharesChange vs previous 13F -1,092 shares
0.15% of the 13F portfolio, value $1,432,413.
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 11,719 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,352,959.
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).