Selective Wealth Management, Inc.

SEC CIK: 0001755670
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

EVG holding history

Eaton Vance Short Duration Diversified Income Fund 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.

EVG overview All 13F holders of EVG Full Q2 2026 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q3 2021

Holdings of EVG by Selective Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−244−100.0%	Sold out	Holders
Q3 2021	244	$3.00K	<0.1%	+244	New	Holders