SeaCrest Wealth Management, LLC

SEC CIK: 0001728121
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company 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.

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

Shares (Q2 2026): 9,467
Value: $782.4K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WFC by SeaCrest Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,467	$782.4K	0.1%	−2,180−18.7%	Reduced	Holders
Q1 2026	11,647	$927.2K	0.1%	−733−5.9%	Reduced	Holders
Q4 2025	12,380	$1.17M	0.1%	−125−1.0%	Reduced	Holders
Q3 2025	12,505	$997.0K	0.1%	−262−2.1%	Reduced	Holders
Q2 2025	12,767	$1.02M	0.1%	−9,707−43.2%	Reduced	Holders
Q1 2025	22,474	$1.61M	0.2%	+853+3.9%	Added	Holders
Q4 2024	21,621	$1.52M	0.2%	+3,305+18.0%	Added	Holders
Q3 2024	18,316	$1.03M	0.1%	−46−0.3%	Reduced	Holders
Q2 2024	18,362	$1.09M	0.1%	+1,330+7.8%	Added	Holders
Q1 2024	17,032	$987.2K	0.1%	−14,792−46.5%	Reduced	Holders
Q4 2023	31,824	$1.59M	0.2%	+2,050+6.9%	Added	Holders
Q3 2023	29,774	$1.22M	0.2%	−1,485−4.8%	Reduced	Holders
Q2 2023	31,259	$1.33M	0.2%	−7,575−19.5%	Reduced	Holders
Q1 2023	38,834	$1.45M	0.2%	−1,228−3.1%	Reduced	Holders
Q4 2022	40,062	$1.65M	0.2%	+7,454+22.9%	Added	Holders
Q3 2022	32,608	$1.31M	0.2%	−1,707−5.0%	Reduced	Holders
Q2 2022	34,315	$1.34M	0.2%	+2,237+7.0%	Added	Holders
Q1 2022	32,078	$1.55M	0.2%	+3,135+10.8%	Added	Holders
Q4 2021	28,943	$1.39M	0.2%	+647+2.3%	Added	Holders
Q3 2021	28,296	$1.31M	0.2%	+900+3.3%	Added	Holders
Q2 2021	27,396	$1.24M	0.1%	−1,382−4.8%	Reduced	Holders
Q1 2021	28,778	$1.12M	0.1%	–	–	Holders

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