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Selective Wealth Management, Inc.: WCLD position timeline

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

Selective Wealth Management, Inc. held 206,798 WCLD 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 206,798 shares
    Change vs previous 13F -3,262 shares

    1.89% of the 13F portfolio, value $7,194,518.

    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 210,060 shares
    Change vs previous 13F -51,118 shares

    1.7% of the 13F portfolio, value $5,743,034.

    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 261,178 shares
    Change vs previous 13F -18,139 shares

    2.67% of the 13F portfolio, value $8,550,959.

    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 279,317 shares
    Change vs previous 13F -15,749 shares

    3.13% of the 13F portfolio, value $9,709,050.

    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 295,066 shares
    Change vs previous 13F -8,708 shares

    3.97% of the 13F portfolio, value $10,861,375.

    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 303,774 shares
    Change vs previous 13F -8,780 shares

    4.04% of the 13F portfolio, value $9,277,254.

    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 312,554 shares
    Change vs previous 13F -11,229 shares

    4.7% of the 13F portfolio, value $11,567,619.

    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 323,783 shares
    Change vs previous 13F not available

    4.27% of the 13F portfolio, value $10,270,393.

    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).