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SeaCrest Wealth Management, LLC: XLY position timeline

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

SeaCrest Wealth Management, LLC held 3,523 XLY 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 3,523 shares
    Change vs previous 13F -220 shares

    0.05% of the 13F portfolio, value $413,185.

    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 3,743 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $407,861.

    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 3,893 shares
    Change vs previous 13F +2,059 shares

    0.05% of the 13F portfolio, value $470,710.

    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 1,834 shares
    Change vs previous 13F -134 shares

    0.05% of the 13F portfolio, value $433,614.

    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 1,968 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $427,648.

    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 1,969 shares
    Change vs previous 13F +43 shares

    0.04% of the 13F portfolio, value $388,879.

    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 1,926 shares
    Change vs previous 13F +176 shares

    0.05% of the 13F portfolio, value $432,097.

    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 1,750 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $350,661.

    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).