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Selective Wealth Management, Inc.: SDY position timeline

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

Selective Wealth Management, Inc. held 3,369 SDY 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 3,369 shares
    Change vs previous 13F -36 shares

    0.14% of the 13F portfolio, value $521,550.

    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 3,405 shares
    Change vs previous 13F -145 shares

    0.15% of the 13F portfolio, value $502,976.

    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 3,550 shares
    Change vs previous 13F -98 shares

    0.16% of the 13F portfolio, value $520,715.

    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 3,648 shares
    Change vs previous 13F -18 shares

    0.16% of the 13F portfolio, value $511,451.

    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 3,666 shares
    Change vs previous 13F -69 shares

    0.19% of the 13F portfolio, value $508,179.

    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 3,735 shares
    Change vs previous 13F -36 shares

    0.21% of the 13F portfolio, value $478,281.

    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 3,771 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $494,358.

    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 3,770 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $527,320.

    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).