Seaside Wealth Management, Inc.: DFGR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Seaside Wealth Management, Inc. on DFGR, newest first. How the timeline and the estimate are built.
Seaside Wealth Management, Inc. held 21,732 DFGR shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 21,732 sharesChange vs previous 13F +150 shares
0.16% of the 13F portfolio, value $629,570.
13F-HR 0001929977-26-000007 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,582 sharesChange vs previous 13F +13 shares
0.16% of the 13F portfolio, value $573,655.
13F-HR 0001929977-26-000002 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,569 sharesChange vs previous 13F -919 shares
0.16% of the 13F portfolio, value $569,833.
13F-HR 0001929977-26-000001 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,488 sharesChange vs previous 13F -2,878 shares
0.18% of the 13F portfolio, value $614,145.
13F-HR 0001085146-25-005938 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,366 sharesChange vs previous 13F -1,351 shares
0.22% of the 13F portfolio, value $680,562.
13F-HR 0001085146-25-003689 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,717 sharesChange vs previous 13F +3,539 shares
0.25% of the 13F portfolio, value $701,580.
13F-HR 0001085146-25-002569 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,178 sharesChange vs previous 13F +2,346 shares
0.22% of the 13F portfolio, value $591,967.
13F-HR 0001085146-25-000210 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 20,832 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $601,211.
13F-HR 0001085146-24-005168 filed by Seaside Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).