SeaCrest Wealth Management, LLC
- SEC CIK
- 0001728121
- Latest filing
- Jul 9, 2026
WSFS holding history
WSFS Financial Corp 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.
WSFS overviewAll 13F holders of WSFSFull Q2 2026 holdings
- Shares (Q1 2023)
- 0
- Sold out in Q1 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 8
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 0 | $0 | 0.0% | −6,933−100.0% | Sold out | Holders |
| Q4 2022 | 6,933 | $314.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 6,933 | $322.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 6,933 | $278.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 6,933 | $323.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 6,933 | $347.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 6,933 | $356.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 6,933 | $323.0K | <0.1% | −14−0.2% | Reduced | Holders |
| Q1 2021 | 6,947 | $346.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.