Selective Wealth Management, Inc.

SEC CIK: 0001755670
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

STWD holding history

Starwood Property Trust, 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.

STWD overview All 13F holders of STWD Full Q2 2026 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2022

Holdings of STWD by Selective Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−9,578−100.0%	Sold out	Holders
Q3 2022	9,578	$175.0K	0.1%	+700+7.9%	Added	Holders
Q2 2022	8,878	$185.0K	0.1%	+6,278+241.5%	Added	Holders
Q1 2022	2,600	$63.0K	<0.1%	+2,600	New	Holders