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Selective Wealth Management, Inc.: INTC position timeline

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

Selective Wealth Management, Inc. held 6,605 INTC 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 6,605 shares
    Change vs previous 13F -30,977 shares

    0.16% of the 13F portfolio, value $627,692.

    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 37,582 shares
    Change vs previous 13F -16,568 shares

    1.06% of the 13F portfolio, value $3,560,855.

    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 54,150 shares
    Change vs previous 13F -4,563 shares

    0.82% of the 13F portfolio, value $2,616,508.

    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 58,713 shares
    Change vs previous 13F -3,021 shares

    0.7% of the 13F portfolio, value $2,182,349.

    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 61,734 shares
    Change vs previous 13F -1,828 shares

    0.53% of the 13F portfolio, value $1,447,044.

    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 63,562 shares
    Change vs previous 13F -2,181 shares

    0.55% of the 13F portfolio, value $1,254,713.

    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 65,743 shares
    Change vs previous 13F -5,070 shares

    0.51% of the 13F portfolio, value $1,262,265.

    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 70,813 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,651,359.

    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).