Skip to main content

SeaCrest Wealth Management, LLC

SEC CIK
0001728121
Latest filing
Jul 9, 2026

DFS holding history

Discover Financial Services in every 13F filed by SeaCrest Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
17
Since Q1 2021
Holdings of DFS by SeaCrest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−2,763−100.0%Sold outHolders
Q1 20252,763$471.6K0.1%−65−2.3%ReducedHolders
Q4 20242,828$489.9K0.1%+10.0%AddedHolders
Q3 20242,827$396.6K<0.1%−890−23.9%ReducedHolders
Q2 20243,717$486.3K0.1%+65+1.8%AddedHolders
Q1 20243,652$478.7K0.1%−736−16.8%ReducedHolders
Q4 20234,388$490.8K0.1%−544−11.0%ReducedHolders
Q3 20234,932$427.2K0.1%+101+2.1%AddedHolders
Q2 20234,831$564.5K0.1%−450−8.5%ReducedHolders
Q1 20235,281$522.0K0.1%−46−0.9%ReducedHolders
Q4 20225,327$521.1K0.1%+10.0%AddedHolders
Q3 20225,326$484.0K0.1%00.0%UnchangedHolders
Q2 20225,326$504.0K0.1%−20−0.4%ReducedHolders
Q1 20225,346$589.0K0.1%+352+7.0%AddedHolders
Q4 20214,994$577.0K0.1%−75−1.5%ReducedHolders
Q3 20215,069$623.0K0.1%−36−0.7%ReducedHolders
Q2 20215,105$604.0K0.1%−100−1.9%ReducedHolders
Q1 20215,205$494.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.