Selective Wealth Management, Inc.: AMAT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Selective Wealth Management, Inc. on AMAT, newest first. How the timeline and the estimate are built.
Selective Wealth Management, Inc. held 1,717 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 1,717 sharesChange vs previous 13F -7 shares
0.24% of the 13F portfolio, value $909,253.
13F-HR 0001755670-26-000003 filed by Selective Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,724 sharesChange vs previous 13F -13 shares
0.2% of the 13F portfolio, value $659,758.
13F-HR 0001755670-26-000002 filed by Selective Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,737 sharesChange vs previous 13F -19 shares
0.17% of the 13F portfolio, value $554,240.
13F-HR 0001755670-26-000001 filed by Selective Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,756 sharesChange vs previous 13F +3 shares
0.12% of the 13F portfolio, value $371,581.
13F-HR 0001755670-25-000006 filed by Selective Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,753 sharesChange vs previous 13F +2 shares
0.13% of the 13F portfolio, value $342,559.
13F-HR 0001755670-25-000003 filed by Selective Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,751 sharesChange vs previous 13F -1 shares
0.11% of the 13F portfolio, value $253,861.
13F-HR 0001755670-25-000002 filed by Selective Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,752 sharesChange vs previous 13F +2 shares
0.12% of the 13F portfolio, value $304,196.
13F-HR 0001755670-25-000001 filed by Selective Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,750 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $351,596.
13F-HR 0001755670-24-000006 filed by Selective Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).