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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

GIS holding history

General Mills 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.

GIS overviewAll 13F holders of GISFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of GIS by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−2,771−100.0%Sold outHolders
Q2 20232,771$207.3K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20223,152$244.1K0.1%+4+0.1%AddedHolders
Q3 20223,148$241.0K0.1%+4+0.1%AddedHolders
Q2 20223,144$237.0K0.1%+4+0.1%AddedHolders
Q1 20223,140$213.0K0.1%+4+0.1%AddedHolders
Q4 20213,136$211.0K0.1%+4+0.1%AddedHolders
Q3 20213,132$187.0K0.1%+4+0.1%AddedHolders
Q2 20213,128$191.0K0.2%+105+3.5%AddedHolders
Q1 20213,023$185.0K0.2%––Holders

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