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SeaCrest Wealth Management, LLC: SCHV position timeline

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

SeaCrest Wealth Management, LLC held 142,065 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,065 shares
    Change vs previous 13F -2,181 shares

    0.55% of the 13F portfolio, value $4,945,286.

    13F-HR 0001951757-26-000948 filed by SeaCrest 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 144,246 shares
    Change vs previous 13F -16,567 shares

    0.47% of the 13F portfolio, value $4,399,517.

    13F-HR 0001951757-26-000599 filed by SeaCrest 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 160,813 shares
    Change vs previous 13F -2,306 shares

    0.49% of the 13F portfolio, value $4,846,916.

    13F-HR 0001951757-26-000045 filed by SeaCrest 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 163,119 shares
    Change vs previous 13F -7,380 shares

    0.5% of the 13F portfolio, value $4,758,181.

    13F-HR 0001951757-25-001427 filed by SeaCrest 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 170,499 shares
    Change vs previous 13F -130 shares

    0.51% of the 13F portfolio, value $4,717,713.

    13F-HR 0001951757-25-000618 filed by SeaCrest 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 170,629 shares
    Change vs previous 13F -3,381 shares

    0.51% of the 13F portfolio, value $4,535,327.

    13F-HR 0001951757-25-000325 filed by SeaCrest Wealth Management, LLC
    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 174,010 shares
    Change vs previous 13F +113,778 shares

    0.48% of the 13F portfolio, value $4,536,436.

    13F-HR 0001951757-25-000021 filed by SeaCrest Wealth Management, LLC
    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 60,232 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $4,840,876.

    13F-HR 0001951757-24-001042 filed by SeaCrest Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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