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Selective Wealth Management, Inc.: BSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Selective Wealth Management, Inc. on BSV, newest first. How the timeline and the estimate are built.

Selective Wealth Management, Inc. held 18,851 BSV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,851 shares
    Change vs previous 13F -1,386 shares

    0.38% of the 13F portfolio, value $1,464,534.

    13F-HR 0001755670-26-000003 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,237 shares
    Change vs previous 13F -2,222 shares

    0.47% of the 13F portfolio, value $1,582,533.

    13F-HR 0001755670-26-000002 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 22,459 shares
    Change vs previous 13F -596 shares

    0.55% of the 13F portfolio, value $1,769,545.

    13F-HR 0001755670-26-000001 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,055 shares
    Change vs previous 13F -1,358 shares

    0.58% of the 13F portfolio, value $1,816,734.

    13F-HR 0001755670-25-000006 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,413 shares
    Change vs previous 13F -2,335 shares

    0.7% of the 13F portfolio, value $1,910,806.

    13F-HR 0001755670-25-000003 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,748 shares
    Change vs previous 13F -1,390 shares

    0.9% of the 13F portfolio, value $2,079,390.

    13F-HR 0001755670-25-000002 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,138 shares
    Change vs previous 13F -926 shares

    0.88% of the 13F portfolio, value $2,166,063.

    13F-HR 0001755670-25-000001 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 29,064 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,265,248.

    13F-HR 0001755670-24-000006 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).