SeaCrest Wealth Management, LLC

SEC CIK: 0001728121
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

V holding history

Visa Inc. 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.

V overview All 13F holders of V Full Q2 2026 holdings

Shares (Q2 2026): 20,811
Value: $7.14M
% of portfolio: 0.8%
Quarters held: 22; Since Q1 2021

Holdings of V by SeaCrest Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,811	$7.14M	0.8%	−4,577−18.0%	Reduced	Holders
Q1 2026	25,388	$7.67M	0.8%	−1,519−5.6%	Reduced	Holders
Q4 2025	26,907	$9.58M	1.0%	−399−1.5%	Reduced	Holders
Q3 2025	27,306	$9.59M	1.0%	−1,471−5.1%	Reduced	Holders
Q2 2025	28,777	$10.2M	1.1%	−2,152−7.0%	Reduced	Holders
Q1 2025	30,929	$10.8M	1.2%	−533−1.7%	Reduced	Holders
Q4 2024	31,462	$9.94M	1.0%	−450−1.4%	Reduced	Holders
Q3 2024	31,912	$8.77M	0.9%	−409−1.3%	Reduced	Holders
Q2 2024	32,321	$8.48M	1.0%	−362−1.1%	Reduced	Holders
Q1 2024	32,683	$9.12M	1.1%	+13,915+74.1%	Added	Holders
Q4 2023	18,768	$4.87M	0.6%	+1,043+5.9%	Added	Holders
Q3 2023	17,725	$4.08M	0.5%	+80+0.5%	Added	Holders
Q2 2023	17,645	$4.19M	0.5%	−320−1.8%	Reduced	Holders
Q1 2023	17,965	$4.05M	0.5%	−543−2.9%	Reduced	Holders
Q4 2022	18,508	$3.85M	0.6%	−142−0.8%	Reduced	Holders
Q3 2022	18,650	$3.31M	0.5%	−225−1.2%	Reduced	Holders
Q2 2022	18,875	$3.72M	0.5%	−130−0.7%	Reduced	Holders
Q1 2022	19,005	$4.21M	0.5%	−614−3.1%	Reduced	Holders
Q4 2021	19,619	$4.25M	0.5%	+399+2.1%	Added	Holders
Q3 2021	19,220	$4.28M	0.5%	−255−1.3%	Reduced	Holders
Q2 2021	19,475	$4.55M	0.5%	+518+2.7%	Added	Holders
Q1 2021	18,957	$4.01M	0.5%	–	–	Holders

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