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Selective Wealth Management, Inc.: NOW position timeline

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

Selective Wealth Management, Inc. held 19,576 NOW 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 19,576 shares
    Change vs previous 13F -728 shares

    0.53% of the 13F portfolio, value $2,021,026.

    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 20,304 shares
    Change vs previous 13F -1,627 shares

    0.53% of the 13F portfolio, value $1,804,823.

    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 21,931 shares
    Change vs previous 13F +17,364 shares

    0.9% of the 13F portfolio, value $2,876,689.

    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 4,567 shares
    Change vs previous 13F +35 shares

    1.33% of the 13F portfolio, value $4,129,664.

    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 4,532 shares
    Change vs previous 13F -155 shares

    1.68% of the 13F portfolio, value $4,594,134.

    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 4,687 shares
    Change vs previous 13F -177 shares

    1.6% of the 13F portfolio, value $3,682,435.

    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 4,864 shares
    Change vs previous 13F -436 shares

    2.04% of the 13F portfolio, value $5,016,195.

    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 5,300 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $4,886,600.

    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).