Selective Wealth Management, Inc.

SEC CIK: 0001755670
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

INFO holding history

IHS Markit Ltd. 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.

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

Shares (Q1 2022): 0; Sold out in Q1 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2021

Holdings of INFO by Selective Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2022	0	$0	0.0%	−27−100.0%	Sold out	Holders
Q4 2021	27	$4.00K	<0.1%	00.0%	Unchanged	Holders
Q3 2021	27	$3.00K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	27	$3.00K	<0.1%	+27	New	Holders