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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

JCI holding history

Johnson Controls International plc 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.

JCI overviewAll 13F holders of JCIFull 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 JCI by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−3,070−100.0%Sold outHolders
Q2 20233,070$208.9K0.1%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20223,550$234.5K0.1%−600−14.5%ReducedHolders
Q3 20224,150$204.0K0.1%−1,700−29.1%ReducedHolders
Q2 20225,850$280.0K0.1%−205−3.4%ReducedHolders
Q1 20226,055$397.0K0.1%−2,149−26.2%ReducedHolders
Q4 20218,204$667.0K0.3%−3,100−27.4%ReducedHolders
Q3 202111,304$770.0K0.4%−12,671−52.9%ReducedHolders
Q2 202123,975$1.65M1.3%−6,577−21.5%ReducedHolders
Q1 202130,552$1.82M1.7%––Holders

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