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Selective Wealth Management, Inc.: SGOV position timeline

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

Selective Wealth Management, Inc. held 963,067 SGOV 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 963,067 shares
    Change vs previous 13F +154,413 shares

    25.41% of the 13F portfolio, value $96,865,310.

    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 808,654 shares
    Change vs previous 13F +24,310 shares

    24.12% of the 13F portfolio, value $81,407,199.

    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 784,344 shares
    Change vs previous 13F +46,465 shares

    24.61% of the 13F portfolio, value $78,842,274.

    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 737,879 shares
    Change vs previous 13F +208,145 shares

    23.85% of the 13F portfolio, value $74,112,607.

    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 529,734 shares
    Change vs previous 13F +172,670 shares

    19.43% of the 13F portfolio, value $53,211,778.

    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 357,064 shares
    Change vs previous 13F +48,676 shares

    15.61% of the 13F portfolio, value $35,881,346.

    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 308,388 shares
    Change vs previous 13F +58,113 shares

    12.58% of the 13F portfolio, value $30,986,820.

    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 250,275 shares
    Change vs previous 13F not available

    10.44% of the 13F portfolio, value $25,127,648.

    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).