SeaCrest Wealth Management, LLC: SPGI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SeaCrest Wealth Management, LLC on SPGI, newest first. How the timeline and the estimate are built.
SeaCrest Wealth Management, LLC held 533 SPGI shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 533 sharesChange vs previous 13F -265 shares
0.02% of the 13F portfolio, value $217,070.
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 798 sharesChange vs previous 13F -318 shares
0.04% of the 13F portfolio, value $339,421.
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 1,116 sharesChange vs previous 13F +49 shares
0.06% of the 13F portfolio, value $599,850.
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 1,067 sharesChange vs previous 13F -51 shares
0.05% of the 13F portfolio, value $514,753.
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 1,118 sharesChange vs previous 13F -14 shares
0.06% of the 13F portfolio, value $589,510.
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 1,132 sharesChange vs previous 13F +23 shares
0.07% of the 13F portfolio, value $575,169.
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 1,109 sharesChange vs previous 13F +69 shares
0.06% of the 13F portfolio, value $552,315.
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 1,040 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $537,285.
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).