Current Market Value 134,204,724
Current Holdings 149
Most Recent File Date 2025-07-14
Total Filings on Record 11
SEC Form 13F Filing History

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. 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)
2025-07-14 2025-06-30 13F-HR 149 134,205
2025-04-18 2025-03-31 13F-HR 149 122,846
2025-01-14 2024-12-31 13F-HR 148 123,842
2024-11-04 2024-09-30 13F-HR 157 124,993
2024-07-16 2024-06-30 13F-HR 149 114,807
2024-04-16 2024-03-31 13F-HR 152 104,621
2024-01-24 2023-12-31 13F-HR 148 99,094
2023-10-16 2023-09-30 13F-HR 136 88,982
2023-07-27 2023-06-30 13F-HR 140 94,290
2023-04-25 2023-03-31 13F-HR 131 88,287
2023-01-31 2022-12-31 13F-HR 131 87,332