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Seaside Wealth Management, Inc.: SPDW position timeline

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

Seaside Wealth Management, Inc. held 28,186 SPDW 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 28,186 shares
    Change vs previous 13F +308 shares

    0.35% of the 13F portfolio, value $1,420,295.

    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 27,878 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,272,634.

    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 27,878 shares
    Change vs previous 13F +374 shares

    0.35% of the 13F portfolio, value $1,238,066.

    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 27,504 shares
    Change vs previous 13F -55 shares

    0.35% of the 13F portfolio, value $1,176,895.

    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 27,559 shares
    Change vs previous 13F +345 shares

    0.36% of the 13F portfolio, value $1,115,862.

    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 27,214 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $990,868.

    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 27,214 shares
    Change vs previous 13F +283 shares

    0.34% of the 13F portfolio, value $928,820.

    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 26,931 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,011,545.

    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).