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Seaside Wealth Management, Inc.: DFEM position timeline

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

Seaside Wealth Management, Inc. held 957,955 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 957,955 shares
    Change vs previous 13F -7,240 shares

    9.62% of the 13F portfolio, value $38,931,316.

    13F-HR 0001929977-26-000007 filed by Seaside Wealth Management, Inc.
    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 965,195 shares
    Change vs previous 13F +7,469 shares

    9.38% of the 13F portfolio, value $33,347,504.

    13F-HR 0001929977-26-000002 filed by Seaside Wealth Management, Inc.
    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 957,726 shares
    Change vs previous 13F +17,934 shares

    9.04% of the 13F portfolio, value $31,681,563.

    13F-HR 0001929977-26-000001 filed by Seaside Wealth Management, Inc.
    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 939,792 shares
    Change vs previous 13F +6,804 shares

    8.94% of the 13F portfolio, value $30,139,109.

    13F-HR 0001085146-25-005938 filed by Seaside Wealth Management, Inc.
    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 932,988 shares
    Change vs previous 13F +26,798 shares

    8.81% of the 13F portfolio, value $27,691,107.

    13F-HR 0001085146-25-003689 filed by Seaside Wealth Management, Inc.
    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 906,190 shares
    Change vs previous 13F +42,524 shares

    8.55% of the 13F portfolio, value $23,977,789.

    13F-HR 0001085146-25-002569 filed by Seaside Wealth Management, Inc.
    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 863,666 shares
    Change vs previous 13F +54,173 shares

    8.28% of the 13F portfolio, value $22,619,428.

    13F-HR 0001085146-25-000210 filed by Seaside Wealth Management, Inc.
    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 809,493 shares
    Change vs previous 13F not available

    8.61% of the 13F portfolio, value $22,787,240.

    13F-HR 0001085146-24-005168 filed by Seaside Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).