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Livermore
Livermore
ZHEN

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

COST holding history

Costco Wholesale Corp 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.

COST overviewAll 13F holders of COSTFull Q2 2026 holdings

Shares (Q2 2026)
598
Value
$562.4K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of COST by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026598$562.4K0.1%+45+8.1%AddedHolders
Q1 2026553$552.4K0.2%−115−17.2%ReducedHolders
Q4 2025668$639.3K0.2%−142−17.5%ReducedHolders
Q3 2025810$741.0K0.2%+168+26.2%AddedHolders
Q2 2025642$630.2K0.2%00.0%UnchangedHolders
Q1 2025642$618.2K0.3%+4+0.6%AddedHolders
Q4 2024638$584.9K0.2%−68−9.6%ReducedHolders
Q3 2024706$628.4K0.3%+2+0.3%AddedHolders
Q2 2024704$624.1K0.3%−6−0.8%ReducedHolders
Q1 2024710$512.8K0.2%+1+0.1%AddedHolders
Q4 2023709$459.7K0.2%−18−2.5%ReducedHolders
Q3 2023727$415.7K0.2%−7−1.0%ReducedHolders
Q2 2023734$386.8K0.2%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022708$339.9K0.2%−100−12.4%ReducedHolders
Q3 2022808$382.0K0.2%+7+0.9%AddedHolders
Q2 2022801$384.0K0.1%−175−17.9%ReducedHolders
Q1 2022976$562.0K0.2%00.0%UnchangedHolders
Q4 2021976$554.0K0.2%−75−7.1%ReducedHolders
Q3 20211,051$472.0K0.3%+469+80.6%AddedHolders
Q2 2021582$230.0K0.2%+550+1,718.8%AddedHolders
Q1 202132$11.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.