Selective Wealth Management, Inc.: IJR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Selective Wealth Management, Inc. on IJR, newest first. How the timeline and the estimate are built.
Selective Wealth Management, Inc. held 1,596 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 1,596 sharesChange vs previous 13F +53 shares
0.06% of the 13F portfolio, value $233,093.
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 1,543 sharesChange vs previous 13F -59 shares
0.06% of the 13F portfolio, value $207,917.
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 1,602 sharesChange vs previous 13F +1,602 shares
0.06% of the 13F portfolio, value $206,730.
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 ended2024-12-3113F 0 sharesChange vs previous 13F -2,072 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 2,072 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $237,348.
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).