Selective Wealth Management, Inc.: F position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Selective Wealth Management, Inc. on F, newest first. How the timeline and the estimate are built.
Selective Wealth Management, Inc. held 0 F shares at 2025-09-30 per its 13F-HR filed 2025-10-10.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -10,757 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 10,757 sharesChange vs previous 13F -1,730 shares
0.05% of the 13F portfolio, value $127,255.
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 12,487 sharesChange vs previous 13F -1,000 shares
0.05% of the 13F portfolio, value $116,504.
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 13,487 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $131,903.
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 13,487 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $141,479.
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).