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SeaCrest Wealth Management, LLC: SCHZ position timeline

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

SeaCrest Wealth Management, LLC held 102,545 SCHZ 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 102,545 shares
    Change vs previous 13F +38,481 shares

    0.26% of the 13F portfolio, value $2,371,863.

    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 64,064 shares
    Change vs previous 13F +10,115 shares

    0.16% of the 13F portfolio, value $1,487,571.

    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 53,949 shares
    Change vs previous 13F +2,169 shares

    0.13% of the 13F portfolio, value $1,263,478.

    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 51,780 shares
    Change vs previous 13F -14,575 shares

    0.13% of the 13F portfolio, value $1,213,730.

    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 66,355 shares
    Change vs previous 13F -11,031 shares

    0.17% of the 13F portfolio, value $1,542,094.

    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 77,386 shares
    Change vs previous 13F +3,336 shares

    0.2% of the 13F portfolio, value $1,792,256.

    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 74,050 shares
    Change vs previous 13F +34,854 shares

    0.18% of the 13F portfolio, value $1,680,929.

    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 39,196 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,862,583.

    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).