Seaside Wealth Management, Inc. historic quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Seaside Wealth Management, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1929977), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-15); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-25); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-06-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Private Wealth Advisors, LLC | United States | $0.356B | 95 |
| Sandbox Financial Partners, LLC | United States | $0.356B | 117 |
| OAK FAMILY ADVISORS, LLC | United States | $0.355B | 123 |
| Accretive Wealth Partners, LLC | United States | $0.356B | 180 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | United States | $0.355B | 156 |
| WHITE PINE CAPITAL LLC | United States | $0.355B | 228 |
| Clean Yield Group | United States | $0.355B | 386 |
| EQ LLC | United States | $0.355B | 74 |
| Headland Capital, LLC | United States | $0.355B | 61 |
| Supplemental Annuity Collective Trust of NJ | United States | $0.355B | 297 |