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Seaside Wealth Management, Inc.: SCHF position timeline

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

Seaside Wealth Management, Inc. held 138,082 SCHF 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 138,082 shares
    Change vs previous 13F -7,974 shares

    0.95% of the 13F portfolio, value $3,824,872.

    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 146,056 shares
    Change vs previous 13F -145 shares

    1.02% of the 13F portfolio, value $3,614,895.

    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 146,201 shares
    Change vs previous 13F +962 shares

    1% of the 13F portfolio, value $3,514,673.

    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 145,239 shares
    Change vs previous 13F -19,856 shares

    1% of the 13F portfolio, value $3,381,164.

    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 165,095 shares
    Change vs previous 13F +14,684 shares

    1.16% of the 13F portfolio, value $3,648,603.

    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 150,411 shares
    Change vs previous 13F -432 shares

    1.06% of the 13F portfolio, value $2,975,128.

    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 150,843 shares
    Change vs previous 13F +93,759 shares

    1.02% of the 13F portfolio, value $2,790,597.

    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 57,084 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,347,296.

    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).