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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

HD holding history

Home Depot, 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.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
646
Value
$219.0K
% of portfolio
0.1%
Quarters held
11
Since Q1 2021
Holdings of HD by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026646$219.0K0.1%+646NewHolders
Q1 20260$00.0%−621−100.0%Sold outHolders
Q4 2025621$235.4K0.1%+621NewHolders
Q3 20230$00.0%−1,107−100.0%Sold outHolders
Q2 20231,107$343.4K0.2%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 2022901$283.8K0.1%−213−19.1%ReducedHolders
Q3 20221,114$307.0K0.1%−355−24.2%ReducedHolders
Q2 20221,469$403.0K0.1%+5+0.3%AddedHolders
Q1 20221,464$438.0K0.2%+208+16.6%AddedHolders
Q4 20211,256$521.0K0.2%+200+18.9%AddedHolders
Q3 20211,056$347.0K0.2%+129+13.9%AddedHolders
Q2 2021927$296.0K0.2%+670+260.7%AddedHolders
Q1 2021257$78.0K0.1%––Holders

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