Seed Wealth Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$125M
Signature - Title
Jonathan Seed - President & COO
Location
Evanston, IL
Summary
This page shows a list of all the recent 13F filings made by Seed Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Seed Wealth Management, Inc. reported 157 stock holdings with total value $125M as of Q3 2024. Top holdings included VMBS, JMBS, SCHB, AVUV, and AVUS.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 157 $125M +$12M -$6.01M +$5.94M VMBS, JMBS, SCHB, AVUV, AVUS 13F-HR 11/4/2024, 12:50 PM
Q2 2024 149 $115M +$12.2M -$3.14M +$9.02M VMBS, SCHB, JMBS, AVUV, AVUS 13F-HR 7/16/2024, 01:25 PM
Q1 2024 152 $105M +$4.64M -$5.17M -$536K AVUV, SCHB, JMBS, AVUS, VRP 13F-HR 4/15/2024, 09:02 PM
Q4 2023 148 $99.1M +$14.8M -$11M +$3.83M AVUV, SCHB, JMBS, AVUS, VRP 13F-HR 1/23/2024, 06:36 PM
Q3 2023 136 $89M +$3.83M -$6.96M -$3.13M SCHB, AVUV, VRP, AVUS, FLOT 13F-HR 10/13/2023, 09:15 PM
Q2 2023 140 $94.3M +$9.97M -$7.46M +$2.51M SCHB, AVUV, VRP, FLOT, FLBL 13F-HR 7/26/2023, 08:43 PM
Q1 2023 131 $88.3M +$4.41M -$6.31M -$1.9M FLOT, VRP, SCHB, AVUV, SRLN 13F-HR 4/24/2023, 09:36 PM
Q4 2022 131 $87.3M $0 $0 FLOT, VRP, SRLN, AVUV, SCHB 13F-HR 1/30/2023, 08:20 PM