Skip to content
Disclosery

Selective Wealth Management, Inc.: SPYM position timeline

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

Selective Wealth Management, Inc. held 248,874 SPYM 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 248,874 shares
    Change vs previous 13F +47,661 shares

    5.71% of the 13F portfolio, value $21,771,465.

    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 201,213 shares
    Change vs previous 13F +969 shares

    4.99% of the 13F portfolio, value $16,853,561.

    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 200,244 shares
    Change vs previous 13F +14,311 shares

    5.09% of the 13F portfolio, value $16,307,844.

    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 185,933 shares
    Change vs previous 13F +46,573 shares

    4.71% of the 13F portfolio, value $14,636,675.

    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 139,360 shares
    Change vs previous 13F +24,836 shares

    3.74% of the 13F portfolio, value $10,230,402.

    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 114,524 shares
    Change vs previous 13F +13,722 shares

    3.13% of the 13F portfolio, value $7,192,138.

    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 100,802 shares
    Change vs previous 13F +11,584 shares

    2.8% of the 13F portfolio, value $6,902,937.

    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 89,218 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $6,013,273.

    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).