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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

MA holding history

Mastercard 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of MA by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−431−100.0%Sold outHolders
Q3 2025431$250.1K0.1%+431NewHolders
Q4 20220$00.0%−430−100.0%Sold outHolders
Q3 2022430$122.0K0.1%−175−28.9%ReducedHolders
Q2 2022605$191.0K0.1%+137+29.3%AddedHolders
Q1 2022468$167.0K0.1%−252−35.0%ReducedHolders
Q4 2021720$259.0K0.1%00.0%UnchangedHolders
Q3 2021720$250.0K0.1%+150+26.3%AddedHolders
Q2 2021570$208.0K0.2%+450+375.0%AddedHolders
Q1 2021120$43.0K<0.1%––Holders

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