SeaCrest Wealth Management, LLC AFRM — AFFIRM HLDGS INC

Ownership history in SeaCrest Wealth Management, LLC  ·  7 quarters on record

AI Ownership Summary

SeaCrest Wealth Management, LLC reported AFFIRM HLDGS INC (AFRM) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.05% in 2025 Q4. The latest visible filing shows AFRM at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AFRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SeaCrest Wealth Management, LLC's position in AFFIRM HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AFRM was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AFRM stock page SeaCrest Wealth Management, LLC fund profile SeaCrest Wealth Management, LLC full holdings
How SeaCrest Wealth Management, LLC held AFRM — position size vs. price
% of Fund (quarterly)    AFRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,560 -2,457 -40.8% 0.03% $290K 2026-07-09 $83.78
2025 Q4 REDUCED — — — 6,017 -40 -0.7% 0.05% $500K 2026-01-12 $76.39
2025 Q3 REDUCED — — — 6,057 -21 -0.3% 0.05% $456K 2025-11-13 $73.18
2025 Q2 REDUCED 10.9% +10.7% ❌ 6,078 -742 -10.9% 0.05% $420K 2025-07-11 $64.72
2025 Q1 ADDED — — — 6,820 +472 +7.4% 0.03% $308K 2025-04-11 $40.49
2024 Q4 REDUCED 66.8% -25.8% ✅ 6,348 -12,792 -66.8% 0.04% $387K 2025-01-14 $55.35
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AFRM

As of 2026 Q2 — sorted by position size

HERBST GROUP, LLC 3Y 0.94% Shearwater Capital LLC 3Y 0.27% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.21% Central Pacific Bank - Trust Division 0.06% Balefire, LLC 3Y 7Y 0.04% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.04% Versant Capital Management, Inc 3Y 7Y 0.03% PensionDanmark Pensionsforsikringsaktieselskab 0.02% Handelsbanken Fonder AB 3Y 7Y 0.02% GAMMA Investing LLC 0.02%

FAQ About SeaCrest Wealth Management, LLC and AFRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has SeaCrest Wealth Management, LLC reported owning AFRM?

SeaCrest Wealth Management, LLC reported AFRM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported AFRM position in SeaCrest Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AFRM was 0.05% in 2025 Q4.

What is the latest reported AFRM position on this page?

The most recent filing on this page is 2026 Q2, when SeaCrest Wealth Management, LLC reported 3,560 shares, equal to 0.03% of portfolio, with an estimated market value of $290K.

What does the chart on this AFRM ownership page compare?

The chart compares SeaCrest Wealth Management, LLC's quarterly AFRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SeaCrest Wealth Management, LLC time their AFRM position?

Based on 13F filing dates vs. subsequent AFRM price moves, SeaCrest Wealth Management, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on AFRM relative to SPY over the holding period was +691.3%.

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