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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

FE holding history

Firstenergy 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.

FE overviewAll 13F holders of FEFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of FE by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−897−100.0%Sold outHolders
Q3 2022897$33.0K<0.1%00.0%UnchangedHolders
Q2 2022897$34.0K<0.1%00.0%UnchangedHolders
Q1 2022897$41.0K<0.1%+597+199.0%AddedHolders
Q4 2021300$12.0K<0.1%00.0%UnchangedHolders
Q3 2021300$11.0K<0.1%+200+200.0%AddedHolders
Q2 2021100$4.00K<0.1%00.0%UnchangedHolders
Q1 2021100$3.00K<0.1%––Holders

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