Seaside Wealth Management, Inc. SEC EDGAR Filings (CIK 0001929977)

SEC EDGAR filings, ownership reports, and insider transactions for Seaside Wealth Management, Inc..

Business address
6154 Innovation Way, Carlsbad, CA, 92009
Top securities (13F)
VTI, VEA, DFEM, DFSV, DISV, VGIT, VCIT, VCSH, AVRE, SCHB, MUB, SCHF, DFAC, SPYV, AVEM, SPTM, AAPL, SUB, CVBF, and MSFT
State of incorporation
CA
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Seaside Wealth Management, Inc. has filed 16 SEC EDGAR filings since 30 Aug 2022

Latest Filings

Recent SEC filings for Seaside Wealth Management, Inc. including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Oct 2025 30 Sep 2025 028-22647
N-PX Open N-PX document View SEC filing for N-PX 15 Jul 2025 30 Jun 2025 028-22647
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Jul 2025 30 Jun 2025 028-22647
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2025 31 Mar 2025 028-22647
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 31 Dec 2024 028-22647
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2024 30 Sep 2024 028-22647
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2024 30 Jun 2024 028-22647
N-PX Open N-PX document View SEC filing for N-PX 15 Jul 2024 30 Jun 2024 028-22647
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2024 31 Mar 2024 028-22647
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2024 31 Dec 2023 028-22647
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2023 30 Sep 2023 028-22647
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jul 2023 30 Jun 2023 028-22647
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Mar 2023 028-22647
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2023 31 Dec 2022 028-22647
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2022 30 Sep 2022 028-22647
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Aug 2022 30 Jun 2022 028-22647

About this filer

Seaside Wealth Management, Inc. files with the SEC under CIK 0001929977. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages