Skip to content
Disclosery

Seaside Wealth Management, Inc.: SCHB position timeline

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

Seaside Wealth Management, Inc. held 238,748 SCHB 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 238,748 shares
    Change vs previous 13F -7,304 shares

    1.71% of the 13F portfolio, value $6,914,143.

    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 246,052 shares
    Change vs previous 13F +203 shares

    1.74% of the 13F portfolio, value $6,175,908.

    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 245,849 shares
    Change vs previous 13F -6,551 shares

    1.84% of the 13F portfolio, value $6,448,623.

    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 252,400 shares
    Change vs previous 13F +9,161 shares

    1.93% of the 13F portfolio, value $6,489,207.

    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 243,239 shares
    Change vs previous 13F +17,982 shares

    1.84% of the 13F portfolio, value $5,796,385.

    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 225,257 shares
    Change vs previous 13F +77,792 shares

    1.73% of the 13F portfolio, value $4,849,785.

    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 147,465 shares
    Change vs previous 13F +97,947 shares

    1.23% of the 13F portfolio, value $3,347,454.

    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 49,518 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $3,293,938.

    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).