Skip to main content
Livermore
Livermore
ZHEN

Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
8,037
Value
$2.88M
% of portfolio
0.8%
Quarters held
21
Since Q1 2021
Holdings of V by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,037$2.88M0.8%+338+4.4%AddedHolders
Q1 20267,699$2.58M0.8%−448−5.5%ReducedHolders
Q4 20258,147$2.67M0.8%−116−1.4%ReducedHolders
Q3 20258,263$2.91M0.9%+5+0.1%AddedHolders
Q2 20258,258$2.95M1.1%−224−2.6%ReducedHolders
Q1 20258,482$2.83M1.2%−93−1.1%ReducedHolders
Q4 20248,575$2.65M1.1%−492−5.4%ReducedHolders
Q3 20249,067$2.49M1.0%−765−7.8%ReducedHolders
Q2 20249,832$2.61M1.1%−583−5.6%ReducedHolders
Q1 202410,415$2.86M1.2%−467−4.3%ReducedHolders
Q4 202310,882$2.83M1.4%−643−5.6%ReducedHolders
Q3 202311,525$2.66M1.5%−808−6.6%ReducedHolders
Q2 202312,333$2.94M1.5%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 202213,115$2.94M1.6%−5,239−28.5%ReducedHolders
Q3 202218,354$3.26M1.4%−1,897−9.4%ReducedHolders
Q2 202220,251$3.99M1.4%−561−2.7%ReducedHolders
Q1 202220,812$4.62M1.7%+20,512+6,837.3%AddedHolders
Q4 2021300$65.0K<0.1%00.0%UnchangedHolders
Q3 2021300$67.0K<0.1%+200+200.0%AddedHolders
Q2 2021100$23.0K<0.1%+8+8.7%AddedHolders
Q1 202192$19.0K<0.1%––Holders

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