Selective Wealth Management, Inc.

SEC CIK: 0001755670
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

T holding history

AT&T 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.

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

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 18; Since Q1 2021

Holdings of T by Selective Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−8,495−100.0%	Sold out	Holders
Q3 2025	8,495	$222.2K	0.1%	−2,311−21.4%	Reduced	Holders
Q2 2025	10,806	$303.6K	0.1%	−1,811−14.4%	Reduced	Holders
Q1 2025	12,617	$338.0K	0.1%	−567−4.3%	Reduced	Holders
Q4 2024	13,184	$287.4K	0.1%	−1,070−7.5%	Reduced	Holders
Q3 2024	14,254	$311.6K	0.1%	−2,377−14.3%	Reduced	Holders
Q2 2024	16,631	$312.7K	0.1%	00.0%	Unchanged	Holders
Q1 2024	16,631	$278.2K	0.1%	+200+1.2%	Added	Holders
Q4 2023	16,431	$281.8K	0.1%	+72+0.4%	Added	Holders
Q3 2023	16,359	$239.7K	0.1%	−826−4.8%	Reduced	Holders
Q2 2023	17,185	$262.4K	0.1%	–	No prior filing	Holders
Q1 2023	–	–	–	–	Not filed	Holders
Q4 2022	20,843	$400.8K	0.2%	−4,715−18.4%	Reduced	Holders
Q3 2022	25,558	$392.0K	0.2%	−5,971−18.9%	Reduced	Holders
Q2 2022	31,529	$661.0K	0.2%	−9,964−24.0%	Reduced	Holders
Q1 2022	41,493	$980.0K	0.4%	−488−1.2%	Reduced	Holders
Q4 2021	41,981	$1.03M	0.4%	−4,600−9.9%	Reduced	Holders
Q3 2021	46,581	$1.26M	0.7%	−11,955−20.4%	Reduced	Holders
Q2 2021	58,536	$1.69M	1.3%	−25,350−30.2%	Reduced	Holders
Q1 2021	83,886	$2.54M	2.3%	–	–	Holders

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