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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

JOE holding history

ST JOE Co 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.

JOE overviewAll 13F holders of JOEFull Q2 2026 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q1 2021
Holdings of JOE by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−100−100.0%Sold outHolders
Q4 2021100$5.00K<0.1%00.0%UnchangedHolders
Q3 2021100$4.00K<0.1%00.0%UnchangedHolders
Q2 2021100$4.00K<0.1%00.0%UnchangedHolders
Q1 2021100$4.00K<0.1%––Holders

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