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Seaside Wealth Management, Inc.: SUB position timeline

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

Seaside Wealth Management, Inc. held 15,900 SUB 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 15,900 shares
    Change vs previous 13F +1,837 shares

    0.42% of the 13F portfolio, value $1,692,815.

    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 14,063 shares
    Change vs previous 13F -310 shares

    0.42% of the 13F portfolio, value $1,497,767.

    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 14,373 shares
    Change vs previous 13F -353 shares

    0.44% of the 13F portfolio, value $1,533,615.

    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 14,726 shares
    Change vs previous 13F +1,101 shares

    0.47% of the 13F portfolio, value $1,572,493.

    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 13,625 shares
    Change vs previous 13F -911 shares

    0.46% of the 13F portfolio, value $1,448,878.

    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 14,536 shares
    Change vs previous 13F +746 shares

    0.55% of the 13F portfolio, value $1,534,972.

    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 13,790 shares
    Change vs previous 13F +1,729 shares

    0.53% of the 13F portfolio, value $1,454,565.

    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 12,061 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,280,836.

    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).