Skip to main content

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

ORC holding history

Orchid Island Capital, 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.

ORC overviewAll 13F holders of ORCFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of ORC by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−400−100.0%Sold outHolders
Q3 2022400$3.00K<0.1%00.0%UnchangedConverted for a 1-for-5 splitHolders
Q2 20222,000$6.00K<0.1%00.0%UnchangedHolders
Q1 20222,000$7.00K<0.1%00.0%UnchangedHolders
Q4 20212,000$9.00K<0.1%+2,000NewHolders
Q3 20210$00.0%−2,000−100.0%Sold outHolders
Q2 20212,000$10.0K<0.1%00.0%UnchangedHolders
Q1 20212,000$12.0K<0.1%––Holders

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