Selective Wealth Management, Inc.
- SEC CIK
- 0001755670
- Latest filing
- Jul 20, 2026
MMP holding history
Magellan Midstream Partners, L.P. 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.
MMP overviewAll 13F holders of MMPFull Q2 2026 holdings
- Shares (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −5,925−100.0% | Sold out | Holders |
| Q2 2023 | 5,925 | $372.1K | 0.2% | – | No prior filing | Holders |
| Q1 2023 | – | – | – | – | Not filed | Holders |
| Q4 2022 | 6,325 | $335.0K | 0.2% | −1,050−14.2% | Reduced | Holders |
| Q3 2022 | 7,375 | $350.0K | 0.1% | +275+3.9% | Added | Holders |
| Q2 2022 | 7,100 | $339.0K | 0.1% | +3,000+73.2% | Added | Holders |
| Q1 2022 | 4,100 | $201.0K | 0.1% | +4,100 | New | Holders |