Current Market Value 314,285,012
Current Holdings 62
Most Recent File Date 2025-07-09
Total Filings on Record 13
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Seaside Wealth Management, Inc. . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-09 2025-06-30 13F-HR 62 314,285
2025-05-02 2025-03-31 13F-HR 59 280,346
2025-01-15 2024-12-31 13F-HR 60 273,242
2024-10-25 2024-09-30 13F-HR 59 264,564
2024-08-08 2024-06-30 13F-HR 58 241,246
2024-04-18 2024-03-31 13F-HR 56 234,435
2024-01-24 2023-12-31 13F-HR 51 218,620
2023-10-13 2023-09-30 13F-HR 50 196,783
2023-07-18 2023-06-30 13F-HR 49 193,203
2023-05-09 2023-03-31 13F-HR 47 164,588
2023-02-10 2022-12-31 13F-HR 47 151,320
2022-11-09 2022-09-30 13F-HR 48 144,856
2022-08-30 2022-06-30 13F-HR 48 132,149