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SeaCrest Wealth Management, LLC: VUG position timeline

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

SeaCrest Wealth Management, LLC held 16,435 VUG 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 16,435 shares
    Change vs previous 13F +12,602 shares

    0.16% of the 13F portfolio, value $1,415,704.

    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 3,833 shares
    Change vs previous 13F -1,078 shares

    0.18% of the 13F portfolio, value $1,674,391.

    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 4,911 shares
    Change vs previous 13F +231 shares

    0.24% of the 13F portfolio, value $2,413,864.

    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 4,680 shares
    Change vs previous 13F +144 shares

    0.24% of the 13F portfolio, value $2,279,697.

    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 4,536 shares
    Change vs previous 13F -113 shares

    0.22% of the 13F portfolio, value $1,988,630.

    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 4,649 shares
    Change vs previous 13F -440 shares

    0.2% of the 13F portfolio, value $1,724,080.

    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 5,089 shares
    Change vs previous 13F +580 shares

    0.22% of the 13F portfolio, value $2,088,861.

    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 4,509 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,731,252.

    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).