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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

ZEN holding history

Zendesk, 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.

ZEN overviewAll 13F holders of ZENFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2021
Holdings of ZEN by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−58,836−100.0%Sold outHolders
Q3 202258,836$4.48M1.9%−30,493−34.1%ReducedHolders
Q2 202289,329$6.62M2.4%+2,227+2.6%AddedHolders
Q1 202287,102$10.5M3.8%−785−0.9%ReducedHolders
Q4 202187,887$9.17M3.7%+87,887NewHolders