Selective Wealth Management, Inc.
- SEC CIK
- 0001755670
- Latest filing
- Jul 20, 2026
SUI holding history
Sun Communities 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.
SUI overviewAll 13F holders of SUIFull Q2 2026 holdings
- Shares (Q4 2022)
- 0
- Sold out in Q4 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2022 | 0 | $0 | 0.0% | −1,325−100.0% | Sold out | Holders |
| Q3 2022 | 1,325 | $179.0K | 0.1% | −300−18.5% | Reduced | Holders |
| Q2 2022 | 1,625 | $259.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 1,625 | $285.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 1,625 | $341.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 1,625 | $301.0K | 0.2% | +900+124.1% | Added | Holders |
| Q2 2021 | 725 | $124.0K | 0.1% | +725 | New | Holders |