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Selective Wealth Management, Inc.: MVO position timeline

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

Selective Wealth Management, Inc. held 11,277 MVO 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 11,277 shares
    Change vs previous 13F -1,529 shares

    <0.01% of the 13F portfolio, value $7,597.

    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 12,806 shares
    Change vs previous 13F -2,100 shares

    0.01% of the 13F portfolio, value $32,783.

    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 14,906 shares
    Change vs previous 13F -6,526 shares

    0.01% of the 13F portfolio, value $33,688.

    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 21,432 shares
    Change vs previous 13F -2,289 shares

    0.04% of the 13F portfolio, value $127,306.

    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 23,721 shares
    Change vs previous 13F -2,775 shares

    0.05% of the 13F portfolio, value $138,768.

    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 26,496 shares
    Change vs previous 13F -2,977 shares

    0.07% of the 13F portfolio, value $164,010.

    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 29,473 shares
    Change vs previous 13F -8,168 shares

    0.1% of the 13F portfolio, value $253,468.

    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 37,641 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $370,011.

    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).