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Seaside Wealth Management, Inc.: DFSV position timeline

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

Seaside Wealth Management, Inc. held 922,462 DFSV 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 922,462 shares
    Change vs previous 13F +20,916 shares

    8.84% of the 13F portfolio, value $35,782,292.

    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 901,546 shares
    Change vs previous 13F +13,818 shares

    8.88% of the 13F portfolio, value $31,590,151.

    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 887,728 shares
    Change vs previous 13F +42,612 shares

    8.33% of the 13F portfolio, value $29,197,314.

    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 845,116 shares
    Change vs previous 13F +12,129 shares

    7.98% of the 13F portfolio, value $26,908,532.

    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 832,987 shares
    Change vs previous 13F +45,240 shares

    7.8% of the 13F portfolio, value $24,514,847.

    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 787,747 shares
    Change vs previous 13F +21,681 shares

    7.91% of the 13F portfolio, value $22,175,092.

    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 766,066 shares
    Change vs previous 13F +45,272 shares

    8.63% of the 13F portfolio, value $23,579,535.

    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 720,794 shares
    Change vs previous 13F not available

    8.39% of the 13F portfolio, value $22,200,465.

    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).