Selective Wealth Management, Inc.

SEC CIK: 0001755670
Latest filing: Jul 20, 2026

SEC filings (opens in a new tab)

UBS holding history

UBS Group AG 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.

UBS overview All 13F holders of UBS 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 UBS by Selective Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−8,528−100.0%	Sold out	Holders
Q3 2022	8,528	$124.0K	0.1%	00.0%	Unchanged	Holders
Q2 2022	8,528	$138.0K	<0.1%	+3,407+66.5%	Added	Holders
Q1 2022	5,121	$100.0K	<0.1%	+5,121	New	Holders