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Selective Wealth Management, Inc.: VOO position timeline

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

Selective Wealth Management, Inc. held 109,970 VOO 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 109,970 shares
    Change vs previous 13F +752 shares

    19.71% of the 13F portfolio, value $75,128,247.

    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 109,218 shares
    Change vs previous 13F -9,498 shares

    21.17% of the 13F portfolio, value $71,454,481.

    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 118,716 shares
    Change vs previous 13F -3,058 shares

    23.59% of the 13F portfolio, value $75,577,002.

    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 121,774 shares
    Change vs previous 13F -1,349 shares

    24.11% of the 13F portfolio, value $74,915,532.

    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 123,123 shares
    Change vs previous 13F -2,576 shares

    25.79% of the 13F portfolio, value $70,624,352.

    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 125,699 shares
    Change vs previous 13F -4,278 shares

    26.83% of the 13F portfolio, value $61,661,656.

    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 129,977 shares
    Change vs previous 13F -52 shares

    28.25% of the 13F portfolio, value $69,571,534.

    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 130,029 shares
    Change vs previous 13F not available

    28.45% of the 13F portfolio, value $68,505,683.

    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).