Skip to content
Disclosery

Selective Wealth Management, Inc.: VXF position timeline

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

Selective Wealth Management, Inc. held 5,839 VXF 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 5,839 shares
    Change vs previous 13F +2 shares

    0.36% of the 13F portfolio, value $1,390,752.

    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 5,837 shares
    Change vs previous 13F -1,223 shares

    0.38% of the 13F portfolio, value $1,296,025.

    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 7,060 shares
    Change vs previous 13F -88 shares

    0.49% of the 13F portfolio, value $1,562,476.

    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 7,148 shares
    Change vs previous 13F +736 shares

    0.48% of the 13F portfolio, value $1,503,133.

    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 6,412 shares
    Change vs previous 13F +440 shares

    0.46% of the 13F portfolio, value $1,267,898.

    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 5,972 shares
    Change vs previous 13F +338 shares

    0.42% of the 13F portfolio, value $959,393.

    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 5,634 shares
    Change vs previous 13F +178 shares

    0.44% of the 13F portfolio, value $1,078,923.

    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 5,456 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $985,925.

    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).