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SeaCrest Wealth Management, LLC: SCHX position timeline

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

SeaCrest Wealth Management, LLC held 59,583 SCHX 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 59,583 shares
    Change vs previous 13F -346 shares

    0.19% of the 13F portfolio, value $1,753,534.

    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 59,929 shares
    Change vs previous 13F -347 shares

    0.16% of the 13F portfolio, value $1,536,587.

    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 60,276 shares
    Change vs previous 13F -2,052 shares

    0.17% of the 13F portfolio, value $1,641,907.

    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 62,328 shares
    Change vs previous 13F -2,062 shares

    0.18% of the 13F portfolio, value $1,661,665.

    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 64,390 shares
    Change vs previous 13F -2,905 shares

    0.17% of the 13F portfolio, value $1,573,702.

    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 67,295 shares
    Change vs previous 13F -3,282 shares

    0.17% of the 13F portfolio, value $1,485,879.

    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 70,577 shares
    Change vs previous 13F +43,881 shares

    0.17% of the 13F portfolio, value $1,635,967.

    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 26,696 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,811,320.

    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).