Skip to main content

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

BRSP holding history

BrightSpire Capital, Inc. in every 13F filed by Selective Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRSP overviewAll 13F holders of BRSPFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of BRSP by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−31,725−100.0%Sold outHolders
Q2 202331,725$219.9K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202231,725$231.6K0.1%−6,246−16.4%ReducedHolders
Q3 202237,971$240.0K0.1%00.0%UnchangedHolders
Q2 202237,971$287.0K0.1%00.0%UnchangedHolders
Q1 202237,971$351.0K0.1%−1,099−2.8%ReducedHolders
Q4 202139,070$401.0K0.2%00.0%UnchangedHolders
Q3 202139,070$367.0K0.2%00.0%UnchangedHolders
Q2 202139,070$367.0K0.3%+39,070NewHolders