SeaCrest Wealth Management, LLC CLOV — CLOVER HEALTH INVESTMENTS CO

Ownership history in SeaCrest Wealth Management, LLC  ·  21 quarters on record

AI Ownership Summary

SeaCrest Wealth Management, LLC reported CLOVER HEALTH INVESTMENTS CO (CLOV) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows CLOV at 0.02% 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 CLOV 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 CLOVER HEALTH INVESTMENTS CO, 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

CLOV was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 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.

CLOV stock page SeaCrest Wealth Management, LLC fund profile SeaCrest Wealth Management, LLC full holdings
How SeaCrest Wealth Management, LLC held CLOV — position size vs. price
% of Fund (quarterly)    CLOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 41,100 — 0% 0.02% $215K 2026-07-09 $4.68
2026 Q1 UNCHANGED — — — 41,100 — 0% 0.01% $72K 2026-04-15 $2.15
2025 Q4 UNCHANGED — — — 41,100 — 0% 0.01% $103K 2026-01-12 $2.64
2025 Q3 UNCHANGED — — — 41,100 — 0% 0.01% $114K 2025-11-13 $2.47
2025 Q2 UNCHANGED — — — 41,100 — 0% 0.01% $115K 2025-07-11 $2.92
2025 Q1 REDUCED — — — 41,100 -2,000 -4.6% 0.02% $148K 2025-04-11 $3.68
2024 Q4 UNCHANGED — — — 43,100 — 0% 0.01% $136K 2025-01-14 $3.74
2024 Q3 REDUCED 15.3% +13.1% ❌ 43,100 -7,800 -15.3% 0.01% $122K 2024-10-16 $4.26
2024 Q2 UNCHANGED — — — 50,900 — 0% 0.01% $63K 2024-07-22 $1.68
2024 Q1 ADDED — — — 50,900 +9,600 +23.2% 0.00% $40K 2024-04-18 $0.63
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CLOV

As of 2026 Q2 — sorted by position size

Palacios Wealth Management, LLC 0.16% Silverleafe Capital Partners, LLC 3Y 7Y 0.06% Baader Bank Aktiengesellschaft 3Y 0.01% Farther Finance Advisors, LLC 0.01% Police & Firemen's Retirement System of New Jersey 0.0% Everhart Financial Group, Inc. 3Y 0.0% Triumph Capital Management 3Y 0.0% Cedar Mountain Advisors, LLC 3Y 0.0% RFG Advisory, LLC 3Y 7Y 0.0% Curated Wealth Partners LLC 3Y 0.0%

FAQ About SeaCrest Wealth Management, LLC and CLOV

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 CLOV?

SeaCrest Wealth Management, LLC reported CLOV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for CLOV was 0.02% in 2026 Q2.

What is the latest reported CLOV position on this page?

The most recent filing on this page is 2026 Q2, when SeaCrest Wealth Management, LLC reported 41,100 shares, equal to 0.02% of portfolio, with an estimated market value of $215K.

What does the chart on this CLOV ownership page compare?

The chart compares SeaCrest Wealth Management, LLC's quarterly CLOV 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 CLOV position?

Based on 13F filing dates vs. subsequent CLOV price moves, SeaCrest Wealth Management, LLC correctly timed 9 out of 11 reported position changes (82%). The annualised alpha on CLOV relative to SPY over the holding period was -22.4%.

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